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ORBA Wealth Advisors’s FedEx FDX Stock Holding History

ORBA Wealth Advisors’s Portfolio FDX Stock Details FDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-900
Closed -$219K – 86
2025
Q1 		$219K Sell
900
-8
-0.9% -$2.07K 0.11% 98
2024
Q4 		$255K Hold
908
– – 0.13% 92
2024
Q3 		$249K Hold
908
– – 0.13% 96
2024
Q2 		$272K Sell
908
-23
-2% -$6.02K 0.14% 89
2024
Q1 		$270K Hold
931
– – 0.15% 85
2023
Q4 		$236K Buy
+931
New +$237K 0.14% 82

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ORBA Wealth Advisors's FDX Position: Q2 2025 in Review

ORBA Wealth Advisors sold out of FedEx (FDX) in Q2 2025, closing a stake of 900 shares — an estimated $219K sold.

ORBA Wealth Advisors first reported a position in FDX in Q4 2023 and held it in 6 quarters. The position peaked at $272K in Q2 2024. 1,699 funds tracked by Wall St. Rank hold FDX as of Q2 2025.

  • ORBA Wealth Advisors reported no remaining FedEx position as of Q2 2025 after selling out during the quarter.
  • ORBA Wealth Advisors sold 900 FedEx shares in Q2 2025, an estimated $219K.
  • ORBA Wealth Advisors first reported a position in FedEx in Q4 2023 and held it in 6 quarters.
  • ORBA Wealth Advisors's FedEx position peaked at $272K in Q2 2024.
  • 1,699 funds tracked by Wall St. Rank held FedEx as of Q2 2025.

Based on ORBA Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.