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Petros Family Wealth’s FedEx FDX Stock Holding History

Petros Family Wealth’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
Q3 		– Sell
-996
Closed -$226K – 144
2025
Q2 		$226K Sell
996
-140
-12% -$30.7K 0.21% 114
2025
Q1 		$277K Sell
1,136
-155
-12% -$40.2K 0.31% 94
2024
Q4 		$363K Buy
+1,291
New +$360K 0.39% 73

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Petros Family Wealth's FDX Position: Q3 2025 in Review

Petros Family Wealth sold out of FedEx (FDX) in Q3 2025, closing a stake of 996 shares — an estimated $226K sold.

Petros Family Wealth first reported a position in FDX in Q4 2024 and held it in 3 quarters. The position peaked at $363K in Q4 2024. 1,681 funds tracked by Wall St. Rank hold FDX as of Q3 2025.

  • Petros Family Wealth reported no remaining FedEx position as of Q3 2025 after selling out during the quarter.
  • Petros Family Wealth sold 996 FedEx shares in Q3 2025, an estimated $226K.
  • Petros Family Wealth first reported a position in FedEx in Q4 2024 and held it in 3 quarters.
  • Petros Family Wealth's FedEx position peaked at $363K in Q4 2024.
  • 1,681 funds tracked by Wall St. Rank held FedEx as of Q3 2025.

Based on Petros Family Wealth's 13F filing for Q3 2025, filed 17 Oct 2025.