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QTR Family Wealth’s FedEx FDX Stock Holding History

QTR 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
2026
Q2 		$743K Buy
2,372
+62
+3% +$22.5K 0.26% 83
2026
Q1 		$855K Buy
2,310
+77
+3% +$26.7K 0.36% 59
2025
Q4 		$822K Buy
2,233
+373
+20% +$98K 0.36% 58
2025
Q3 		$439K Buy
+1,860
New +$429K 0.21% 103

Other funds holding FDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

QTR Family Wealth's FDX Position: Q2 2026 in Review

QTR Family Wealth increased its FedEx (FDX) stake by 2.7% in Q2 2026, buying an estimated $22.5K and bringing the position to 2,372 shares worth $743K. The position accounts for 0.26% of the portfolio, ranked #83.

QTR Family Wealth first reported a position in FDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $855K in Q1 2026. 1,198 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • QTR Family Wealth held 2,372 shares of FedEx worth $743K as of Q2 2026.
  • QTR Family Wealth bought 62 FedEx shares in Q2 2026, an estimated $22.5K.
  • FedEx made up 0.26% of QTR Family Wealth's portfolio in Q2 2026, its #83 holding.
  • QTR Family Wealth first reported a position in FedEx in Q3 2025 and has held it in 4 quarters since.
  • QTR Family Wealth's FedEx position peaked at $855K in Q1 2026.
  • 1,198 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.