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Richard Bernstein Advisors’s FedEx FDX Stock Holding History

Richard Bernstein 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
2025
Q4 		– Sell
-3,560
Closed -$839K – 187
2025
Q3 		$839K Sell
3,560
-3,968
-53% -$915K 0.02% 177
2025
Q2 		$1.71M Hold
7,528
– – 0.04% 184
2025
Q1 		$1.84M Sell
7,528
-369
-5% -$95.7K 0.04% 197
2024
Q4 		$2.22M Hold
7,897
– – 0.05% 191
2024
Q3 		$2.16M Hold
7,897
– – 0.05% 196
2024
Q2 		$2.37M Hold
7,897
– – 0.05% 188
2024
Q1 		$2.29M Hold
7,897
– – 0.05% 194
2023
Q4 		$2M Buy
7,897
+1,272
+19% +$323K 0.04% 187
2023
Q3 		$1.76M Sell
6,625
-5,380
-45% -$1.4M 0.04% 184
2023
Q2 		$2.98M Hold
12,005
– – 0.06% 107
2023
Q1 		$2.74M Hold
12,005
– – 0.06% 132
2022
Q4 		$2.08M Sell
12,005
-3,330
-22% -$553K 0.05% 157
2022
Q3 		$2.28M Hold
15,335
– – 0.06% 150
2022
Q2 		$3.48M Hold
15,335
– – 0.08% 132
2022
Q1 		$3.55M Hold
15,335
– – 0.07% 142
2021
Q4 		$3.97M Hold
15,335
– – 0.08% 131
2021
Q3 		$3.36M Buy
15,335
+737
+5% +$200K 0.07% 158
2021
Q2 		$4.35M Hold
14,598
– – 0.09% 110
2021
Q1 		$4.14M Hold
14,598
– – 0.09% 112
2020
Q4 		$3.79M Sell
14,598
-17,959
-55% -$4.97M 0.09% 128
2020
Q3 		$8.19M Hold
32,557
– – 0.23% 43
2020
Q2 		$4.57M Buy
+32,557
New +$4.1M 0.14% 69
2019
Q2 		– Sell
-15,537
Closed -$2.82M – 244
2019
Q1 		$2.82M Hold
15,537
– – 0.09% 184
2018
Q4 		$2.51M Sell
15,537
-6,217
-29% -$1.31M 0.09% 221
2018
Q3 		$5.24M Hold
21,754
– – 0.15% 121
2018
Q2 		$4.94M Buy
21,754
+1,778
+9% +$440K 0.16% 103
2018
Q1 		$4.8M Buy
19,976
+18,289
+1,084% +$4.62M 0.17% 113
2017
Q4 		$421K Buy
+1,687
New +$386K 0.02% 226

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Richard Bernstein Advisors's FDX Position: Q4 2025 in Review

Richard Bernstein Advisors sold out of FedEx (FDX) in Q4 2025, closing a stake of 3,560 shares — an estimated $839K sold.

Richard Bernstein Advisors first reported a position in FDX in Q4 2017 and held it in 28 quarters. The position peaked at $8.19M in Q3 2020. 1,860 funds tracked by Wall St. Rank hold FDX as of Q4 2025.

  • Richard Bernstein Advisors reported no remaining FedEx position as of Q4 2025 after selling out during the quarter.
  • Richard Bernstein Advisors sold 3,560 FedEx shares in Q4 2025, an estimated $839K.
  • Richard Bernstein Advisors first reported a position in FedEx in Q4 2017 and held it in 28 quarters.
  • Richard Bernstein Advisors's FedEx position peaked at $8.19M in Q3 2020.
  • 1,860 funds tracked by Wall St. Rank held FedEx as of Q4 2025.

Based on Richard Bernstein Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.