PlanVest Financial’s FedEx FDX Stock Holding History

PlanVest Financial’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	$3.29K	Hold	10	–	–	﹤0.01%	492
2026 Q1	$3.74K	Buy	+10	New	+$3.47K	﹤0.01%	453

Other funds holding FDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PlanVest Financial's FDX Position: Q2 2026 in Review

PlanVest Financial held its FedEx (FDX) position steady in Q2 2026 at 10 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

PlanVest Financial first reported a position in FDX in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.74K in Q1 2026. 1,916 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

PlanVest Financial held 10 shares of FedEx worth $3.29K as of Q2 2026.
PlanVest Financial left its FedEx share count unchanged in Q2 2026.
FedEx made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #492 holding.
PlanVest Financial first reported a position in FedEx in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's FedEx position peaked at $3.74K in Q1 2026.
1,916 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.