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Roehl & Yi Investment Advisors’s FedEx FDX Stock Holding History

Roehl & Yi Investment 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
Q3 		– Sell
-1,041
Closed -$237K – 176
2025
Q2 		$237K Sell
1,041
-2
-0.2% -$438 0.12% 129
2025
Q1 		$254K Buy
1,043
+98
+10% +$25.4K 0.14% 126
2024
Q4 		$266K Buy
+945
New +$264K 0.15% 118

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Roehl & Yi Investment Advisors's FDX Position: Q3 2025 in Review

Roehl & Yi Investment Advisors sold out of FedEx (FDX) in Q3 2025, closing a stake of 1,041 shares — an estimated $237K sold.

Roehl & Yi Investment Advisors first reported a position in FDX in Q4 2024 and held it in 3 quarters. The position peaked at $266K in Q4 2024. 1,681 funds tracked by Wall St. Rank hold FDX as of Q3 2025.

  • Roehl & Yi Investment Advisors reported no remaining FedEx position as of Q3 2025 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 1,041 FedEx shares in Q3 2025, an estimated $237K.
  • Roehl & Yi Investment Advisors first reported a position in FedEx in Q4 2024 and held it in 3 quarters.
  • Roehl & Yi Investment Advisors's FedEx position peaked at $266K in Q4 2024.
  • 1,681 funds tracked by Wall St. Rank held FedEx as of Q3 2025.

Based on Roehl & Yi Investment Advisors's 13F filing for Q3 2025, filed 29 May 2026.