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Regent Peak Wealth Advisors’s FedEx FDX Stock Holding History

Regent Peak Wealth 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 		$310K Buy
990
+15
+2% +$5.45K 0.06% 148
2026
Q1 		$347K Buy
975
+5
+0.5% +$1.74K 0.07% 126
2025
Q4 		$280K Buy
970
+3
+0.3% +$788 0.06% 144
2025
Q3 		$228K Buy
+967
New +$223K 0.05% 173
2025
Q1 		$246K Sell
1,011
-14
-1% -$3.63K 0.06% 141
2024
Q4 		$288K Sell
1,025
-89
-8% -$24.8K 0.06% 128
2024
Q3 		$305K Sell
1,114
-14
-1% -$4.07K 0.07% 123
2024
Q2 		$338K Sell
1,128
-146
-11% -$38.2K 0.08% 113
2024
Q1 		$369K Buy
1,274
+43
+3% +$10.8K 0.09% 101
2023
Q4 		$311K Buy
1,231
+76
+7% +$19.3K 0.08% 108
2023
Q3 		$306K Buy
1,155
+20
+2% +$5.2K 0.09% 109
2023
Q2 		$281K Sell
1,135
-14
-1% -$3.2K 0.08% 111
2023
Q1 		$263K Sell
1,149
-37
-3% -$7.51K 0.08% 118
2022
Q4 		$207K Buy
+1,186
New +$197K 0.07% 153
2022
Q3 		– Sell
-1,144
Closed -$259K – 152
2022
Q2 		$259K Buy
1,144
+36
+3% +$7.68K 0.08% 127
2022
Q1 		$256K Buy
1,108
+59
+6% +$13.9K 0.07% 140
2021
Q4 		$271K Buy
1,049
+42
+4% +$10.1K 0.07% 138
2021
Q3 		$221K Sell
1,007
-35
-3% -$9.5K 0.06% 156
2021
Q2 		$292K Buy
1,042
+35
+3% +$10.4K 0.08% 130
2021
Q1 		$286K Sell
1,007
-25
-2% -$6.44K 0.09% 125
2020
Q4 		$268K Buy
1,032
+61
+6% +$16.9K 0.09% 117
2020
Q3 		$244K Buy
+971
New +$194K 0.1% 109
2020
Q1 		– Sell
-1,476
Closed -$223K – 120
2019
Q4 		$223K Buy
+1,476
New +$227K 0.1% 120

Other funds holding FDX

WA
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Regent Peak Wealth Advisors's FDX Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its FedEx (FDX) stake by 1.5% in Q2 2026, buying an estimated $5.45K and bringing the position to 990 shares worth $310K. The position accounts for 0.06% of the portfolio, ranked #148.

Regent Peak Wealth Advisors first reported a position in FDX in Q4 2019 and has held it in 23 quarters since. The position peaked at $369K in Q1 2024. 435 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Regent Peak Wealth Advisors held 990 shares of FedEx worth $310K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 15 FedEx shares in Q2 2026, an estimated $5.45K.
  • FedEx made up 0.06% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #148 holding.
  • Regent Peak Wealth Advisors first reported a position in FedEx in Q4 2019 and has held it in 23 quarters since.
  • Regent Peak Wealth Advisors's FedEx position peaked at $369K in Q1 2024.
  • 435 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.