Root Financial Partners
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Root Financial Partners’s FedEx FDX Stock Holding History

Root Financial Partners’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
Q3 		$281K Buy
987
+29
+3% +$9.11K 0.01% 337
2026
Q2 		$300K Sell
958
-11
-1% -$4K 0.01% 283
2026
Q1 		$345K Buy
969
+343
+55% +$119K 0.02% 225
2025
Q4 		$181K Buy
626
+94
+18% +$24.7K 0.01% 320
2025
Q3 		$125K Buy
+532
New +$123K 0.01% 373

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Franklin Resources
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Dodge & Cox
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Geode Capital Management
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Invesco
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Root Financial Partners's FDX Position: Q3 2026 in Review

Root Financial Partners increased its FedEx (FDX) stake by 3% in Q3 2026, buying an estimated $9.11K and bringing the position to 987 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #337.

Root Financial Partners first reported a position in FDX in Q3 2025 and has held it in 5 quarters since. The position peaked at $345K in Q1 2026. 1,636 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

  • Root Financial Partners held 987 shares of FedEx worth $281K as of Q3 2026.
  • Root Financial Partners bought 29 FedEx shares in Q3 2026, an estimated $9.11K.
  • FedEx made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #337 holding.
  • Root Financial Partners first reported a position in FedEx in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's FedEx position peaked at $345K in Q1 2026.
  • 1,636 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.