SOA Wealth Advisors’s FedEx FDX Stock Holding History

SOA Wealth 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
2026 Q2	$12.5K	Hold	40	–	–	﹤0.01%	579
2026 Q1	$14.2K	Hold	40	–	–	﹤0.01%	542
2025 Q4	$11.6K	Hold	40	–	–	﹤0.01%	578
2025 Q3	$9.43K	Sell	40 -36	-47%	-$8.3K	﹤0.01%	615
2025 Q2	$17.4K	Sell	76 -173	-69%	-$37.9K	﹤0.01%	526
2025 Q1	$60.8K	Buy	249 +94	+61%	+$24.4K	0.01%	317
2024 Q4	$43.7K	Hold	155	–	–	0.01%	347
2024 Q3	$42.4K	Hold	155	–	–	0.01%	346
2024 Q2	$46.4K	Sell	155 -18	-10%	-$4.71K	0.01%	317
2024 Q1	$50K	Buy	173 +1	+0.6%	+$250	0.01%	304
2023 Q4	$43.6K	Hold	172	–	–	0.01%	311
2023 Q3	$45.6K	Hold	172	–	–	0.01%	295
2023 Q2	$42.7K	Hold	172	–	–	0.01%	312
2023 Q1	$39.3K	Buy	172 +6	+4%	+$1.22K	0.01%	314
2022 Q4	$28.7K	Sell	166 -6	-3%	-$997	0.01%	349
2022 Q3	$25K	Hold	172	–	–	0.01%	352
2022 Q2	$39K	Sell	172 -41	-19%	-$8.75K	0.01%	294
2022 Q1	$49K	Hold	213	–	–	0.01%	315
2021 Q4	$55K	Buy	213 +41	+24%	+$9.84K	0.01%	285
2021 Q3	$37K	Sell	172 -232	-57%	-$63K	0.01%	348
2021 Q2	$120K	Buy	404 +250	+162%	+$74.2K	0.03%	197
2021 Q1	$43K	Hold	154	–	–	0.01%	288
2020 Q4	$39K	Buy	+154	New	+$42.7K	0.01%	295

Other funds holding FDX

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

SOA Wealth Advisors's FDX Position: Q2 2026 in Review

SOA Wealth Advisors held its FedEx (FDX) position steady in Q2 2026 at 40 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

SOA Wealth Advisors first reported a position in FDX in Q4 2020 and has held it in 23 quarters since. The position peaked at $120K in Q2 2021. 424 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

SOA Wealth Advisors held 40 shares of FedEx worth $12.5K as of Q2 2026.
SOA Wealth Advisors left its FedEx share count unchanged in Q2 2026.
FedEx made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #579 holding.
SOA Wealth Advisors first reported a position in FedEx in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's FedEx position peaked at $120K in Q2 2021.
424 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.