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 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

Other funds holding FDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Root Financial Partners's FDX Position: Q2 2026 in Review

Root Financial Partners reduced its FedEx (FDX) stake by 1.1% in Q2 2026, selling an estimated $4K and leaving 958 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #283.

Root Financial Partners first reported a position in FDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $345K in Q1 2026. 1,960 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Root Financial Partners held 958 shares of FedEx worth $300K as of Q2 2026.
Root Financial Partners sold 11 FedEx shares in Q2 2026, an estimated $4K.
FedEx made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #283 holding.
Root Financial Partners first reported a position in FedEx in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's FedEx position peaked at $345K in Q1 2026.
1,960 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.