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Simplicity Wealth’s FedEx FDX Stock Holding History

Simplicity Wealth’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 		$880K Buy
2,810
+1,068
+61% +$388K 0.03% 464
2026
Q1 		$620K Buy
1,742
+135
+8% +$46.9K 0.04% 406
2025
Q4 		$464K Buy
1,607
+267
+20% +$70.1K 0.03% 450
2025
Q3 		$316K Sell
1,340
-732
-35% -$169K 0.02% 551
2025
Q2 		$471K Buy
+2,072
New +$454K 0.02% 470
2024
Q3 		– Sell
-18,147
Closed -$5.44M – 734
2024
Q2 		$5.44M Buy
18,147
+1,134
+7% +$297K 0.12% 167
2024
Q1 		$4.93M Buy
+17,013
New +$4.26M 0.12% 177

Other funds holding FDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Simplicity Wealth's FDX Position: Q2 2026 in Review

Simplicity Wealth increased its FedEx (FDX) stake by 61% in Q2 2026, buying an estimated $388K and bringing the position to 2,810 shares worth $880K. The position accounts for 0.03% of the portfolio, ranked #464.

Simplicity Wealth first reported a position in FDX in Q1 2024 and has held it in 7 quarters since. The position peaked at $5.44M in Q2 2024. 1,957 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Simplicity Wealth held 2,810 shares of FedEx worth $880K as of Q2 2026.
  • Simplicity Wealth bought 1,068 FedEx shares in Q2 2026, an estimated $388K.
  • FedEx made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #464 holding.
  • Simplicity Wealth first reported a position in FedEx in Q1 2024 and has held it in 7 quarters since.
  • Simplicity Wealth's FedEx position peaked at $5.44M in Q2 2024.
  • 1,957 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.