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Roxbury Financial’s FedEx FDX Stock Holding History

Roxbury Financial’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 		$1.8K Sell
6
-120
-95% -$43.6K ﹤0.01% 382
2026
Q1 		$45K Sell
126
-14
-10% -$4.86K 0.04% 196
2025
Q4 		$40.5K Sell
140
-5
-3% -$1.31K 0.04% 201
2025
Q3 		$34.2K Sell
145
-49
-25% -$11.3K 0.03% 208
2025
Q2 		$44K Sell
194
-646
-77% -$141K 0.04% 184
2025
Q1 		$221K Sell
840
-7
-0.8% -$1.81K 0.22% 82
2024
Q4 		$256K Buy
+847
New +$236K 0.25% 74

Other funds holding FDX

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Roxbury Financial's FDX Position: Q2 2026 in Review

Roxbury Financial reduced its FedEx (FDX) stake by 95% in Q2 2026, selling an estimated $43.6K and leaving 6 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Roxbury Financial first reported a position in FDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $256K in Q4 2024. 582 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Roxbury Financial held 6 shares of FedEx worth $1.8K as of Q2 2026.
  • Roxbury Financial sold 120 FedEx shares in Q2 2026, an estimated $43.6K.
  • FedEx made up ﹤0.01% of Roxbury Financial's portfolio in Q2 2026, its #382 holding.
  • Roxbury Financial first reported a position in FedEx in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's FedEx position peaked at $256K in Q4 2024.
  • 582 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.