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Roberts Capital Advisors’s FedEx FDX Stock Holding History

Roberts Capital 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
Q1 		– Sell
-3,162
Closed -$890K – 92
2024
Q4 		$890K Hold
3,162
– – 0.74% 38
2024
Q3 		$865K Hold
3,162
– – 0.74% 39
2024
Q2 		$916K Hold
3,162
– – 0.88% 32
2024
Q1 		$916K Buy
+3,162
New +$791K 0.88% 32
2022
Q3 		$503K Hold
3,390
– – 0.73% 42
2022
Q2 		$769K Hold
3,390
– – 1.05% 22
2022
Q1 		$784K Hold
3,390
– – 0.81% 41
2021
Q4 		$877K Buy
+3,390
New +$814K 0.82% 41

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Roberts Capital Advisors's FDX Position: Q1 2025 in Review

Roberts Capital Advisors sold out of FedEx (FDX) in Q1 2025, closing a stake of 3,162 shares — an estimated $890K sold.

Roberts Capital Advisors first reported a position in FDX in Q4 2021 and held it in 8 quarters. The position peaked at $916K in Q2 2024. 1,731 funds tracked by Wall St. Rank hold FDX as of Q1 2025.

  • Roberts Capital Advisors reported no remaining FedEx position as of Q1 2025 after selling out during the quarter.
  • Roberts Capital Advisors sold 3,162 FedEx shares in Q1 2025, an estimated $890K.
  • Roberts Capital Advisors first reported a position in FedEx in Q4 2021 and held it in 8 quarters.
  • Roberts Capital Advisors's FedEx position peaked at $916K in Q2 2024.
  • 1,731 funds tracked by Wall St. Rank held FedEx as of Q1 2025.

Based on Roberts Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.