Robertson Stephens Wealth Management’s FedEx FDX Stock Holding History

Robertson Stephens Wealth 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 Q2	$239K	Sell	760 -5	-0.7%	-$1.82K	0.01%	579
2026 Q1	$274K	Buy	765 +6	+0.8%	+$2.08K	0.01%	528
2025 Q4	$221K	Buy	+759	New	+$199K	0.01%	584
2024 Q2	–	Sell	-2,733	Closed	-$795K	–	510
2024 Q1	$795K	Buy	2,733 +93	+4%	+$23.3K	0.04%	273
2023 Q4	$669K	Buy	+2,640	New	+$671K	0.04%	271
2022 Q4	–	Sell	-1,761	Closed	-$263K	–	414
2022 Q3	$263K	Sell	1,761 -32	-2%	-$6.75K	0.03%	299
2022 Q2	$408K	Sell	1,793 -7	-0.4%	-$1.49K	0.04%	261
2022 Q1	$417K	Buy	1,800 +199	+12%	+$46.8K	0.04%	271
2021 Q4	$414K	Buy	+1,601	New	+$384K	0.03%	281

Other funds holding FDX

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robertson Stephens Wealth Management's FDX Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its FedEx (FDX) stake by 0.65% in Q2 2026, selling an estimated $1.82K and leaving 760 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #579.

Robertson Stephens Wealth Management first reported a position in FDX in Q4 2021 and has held it in 9 quarters since. The position peaked at $795K in Q1 2024. 929 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Robertson Stephens Wealth Management held 760 shares of FedEx worth $239K as of Q2 2026.
Robertson Stephens Wealth Management sold 5 FedEx shares in Q2 2026, an estimated $1.82K.
FedEx made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #579 holding.
Robertson Stephens Wealth Management first reported a position in FedEx in Q4 2021 and has held it in 9 quarters since.
Robertson Stephens Wealth Management's FedEx position peaked at $795K in Q1 2024.
929 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.