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Summit Global Investments’s FedEx FDX Stock Holding History

Summit Global Investments’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 		– Sell
-817
Closed -$291K – 538
2026
Q1 		$291K Sell
817
-191
-19% -$66.3K 0.02% 421
2025
Q4 		$291K Buy
+1,008
New +$265K 0.02% 418
2025
Q1 		– Sell
-11,887
Closed -$3.34M – 488
2024
Q4 		$3.34M Sell
11,887
-7,320
-38% -$2.04M 0.21% 99
2024
Q3 		$5.26M Sell
19,207
-3,885
-17% -$1.13M 0.34% 64
2024
Q2 		$6.92M Buy
23,092
+3,329
+17% +$871K 0.47% 46
2024
Q1 		$5.73M Buy
19,763
+7,139
+57% +$1.79M 0.43% 60
2023
Q4 		$3.19M Buy
+12,624
New +$3.21M 0.21% 97
2022
Q3 		– Sell
-1,823
Closed -$413K – 472
2022
Q2 		$413K Sell
1,823
-63,185
-97% -$13.5M 0.04% 353
2022
Q1 		$15M Buy
65,008
+377
+0.6% +$88.6K 1.11% 20
2021
Q4 		$16.7M Buy
64,631
+4,246
+7% +$1.02M 1.07% 24
2021
Q3 		$13.2M Buy
+60,385
New +$16.4M 0.99% 24

Other funds holding FDX

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Summit Global Investments's FDX Position: Q2 2026 in Review

Summit Global Investments sold out of FedEx (FDX) in Q2 2026, closing a stake of 817 shares — an estimated $291K sold.

Summit Global Investments first reported a position in FDX in Q3 2021 and held it in 11 quarters. The position peaked at $16.7M in Q4 2021. 929 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Summit Global Investments reported no remaining FedEx position as of Q2 2026 after selling out during the quarter.
  • Summit Global Investments sold 817 FedEx shares in Q2 2026, an estimated $291K.
  • Summit Global Investments first reported a position in FedEx in Q3 2021 and held it in 11 quarters.
  • Summit Global Investments's FedEx position peaked at $16.7M in Q4 2021.
  • 929 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.