Peak Financial Advisors’s FedEx FDX Stock Holding History

Peak Financial 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
2026 Q2	$3.28M	Buy	10,487 +1,488	+17%	+$541K	1.36%	23
2026 Q1	$3.21M	Sell	8,999 -135	-1%	-$46.9K	1.42%	19
2025 Q4	$2.64M	Buy	9,134 +6,141	+205%	+$1.61M	1.19%	19
2025 Q3	$706K	Buy	2,993 +823	+38%	+$190K	0.34%	52
2025 Q2	$493K	Buy	+2,170	New	+$475K	0.25%	59

Other funds holding FDX

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Peak Financial Advisors's FDX Position: Q2 2026 in Review

Peak Financial Advisors increased its FedEx (FDX) stake by 17% in Q2 2026, buying an estimated $541K and bringing the position to 10,487 shares worth $3.28M. The position accounts for 1.36% of the portfolio, ranked #23.

Peak Financial Advisors first reported a position in FDX in Q2 2025 and has held it in 5 quarters since. 582 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Peak Financial Advisors held 10,487 shares of FedEx worth $3.28M as of Q2 2026.
Peak Financial Advisors bought 1,488 FedEx shares in Q2 2026, an estimated $541K.
FedEx made up 1.36% of Peak Financial Advisors's portfolio in Q2 2026, its #23 holding.
Peak Financial Advisors first reported a position in FedEx in Q2 2025 and has held it in 5 quarters since.
582 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.