SW
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SteelPeak Wealth’s FedEx FDX Stock Holding History

SteelPeak 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
2024
Q4 		– Hold
0
– -$547K – 590
2024
Q3 		– Hold
0
– – – 301
2024
Q1 		– Hold
0
– -$228K – 500
2023
Q4 		– Hold
0
– – – 371

Other funds holding FDX

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

SteelPeak Wealth's FDX Position: Q2 2026 in Review

SteelPeak Wealth increased its FedEx (FDX) stake by 6.6% in Q2 2026, buying an estimated $144K and bringing the position to 6,391 shares worth $2.01M. The position accounts for 0.05% of the portfolio, ranked #231.

SteelPeak Wealth first reported a position in FDX in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.61M in Q4 2021. 954 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • SteelPeak Wealth held 6,391 shares of FedEx worth $2.01M as of Q2 2026.
  • SteelPeak Wealth bought 396 FedEx shares in Q2 2026, an estimated $144K.
  • FedEx made up 0.05% of SteelPeak Wealth's portfolio in Q2 2026, its #231 holding.
  • SteelPeak Wealth first reported a position in FedEx in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's FedEx position peaked at $2.61M in Q4 2021.
  • 954 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.