Processus Wealth & Capital Management’s FedEx FDX Stock Holding History

Processus Wealth & Capital Management’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 Q3	$3.62M	Sell	12,700 -443	-3%	-$139K	2.11%	19
2026 Q2	$4.12M	Sell	13,143 -1,848	-12%	-$671K	2.44%	15
2026 Q1	$5.34M	Buy	14,991 +3	+0%	+$1.04K	3.63%	10
2025 Q4	$4.33M	Buy	14,988 +121	+0.8%	+$31.8K	2.85%	13
2025 Q3	$3.51M	Sell	14,867 -1,022	-6%	-$236K	2.51%	18
2025 Q2	$3.61M	Sell	15,889 -848	-5%	-$186K	2.85%	11
2025 Q1	$4.08M	Buy	16,737 +232	+1%	+$60.1K	3.47%	9
2024 Q4	$4.64M	Buy	16,505 +240	+1%	+$67K	3.7%	7
2024 Q3	$4.45M	Sell	16,265 -845	-5%	-$245K	3.67%	7
2024 Q2	$5.13M	Buy	17,110 +126	+0.7%	+$33K	4.25%	6
2024 Q1	$4.92M	Buy	16,984 +1,975	+13%	+$494K	4.36%	7
2023 Q4	$3.8M	Buy	+15,009	New	+$3.81M	3.79%	7

Other funds holding FDX

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Processus Wealth & Capital Management's FDX Position: Q3 2026 in Review

Processus Wealth & Capital Management reduced its FedEx (FDX) stake by 3.4% in Q3 2026, selling an estimated $139K and leaving 12,700 shares worth $3.62M. The position accounts for 2.11% of the portfolio, ranked #19.

Processus Wealth & Capital Management first reported a position in FDX in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.34M in Q1 2026. 545 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

Processus Wealth & Capital Management held 12,700 shares of FedEx worth $3.62M as of Q3 2026.
Processus Wealth & Capital Management sold 443 FedEx shares in Q3 2026, an estimated $139K.
FedEx made up 2.11% of Processus Wealth & Capital Management's portfolio in Q3 2026, its #19 holding.
Processus Wealth & Capital Management first reported a position in FedEx in Q4 2023 and has held it in 12 quarters since.
Processus Wealth & Capital Management's FedEx position peaked at $5.34M in Q1 2026.
545 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.