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Summit Wealth Group (Colorado)’s FedEx FDX Stock Holding History

Summit Wealth Group (Colorado)’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 		$293K Buy
937
+55
+6% +$20K 0.02% 304
2026
Q1 		$314K Buy
882
+30
+4% +$10.4K 0.03% 255
2025
Q4 		$246K Buy
+852
New +$224K 0.03% 242

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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

Summit Wealth Group (Colorado)'s FDX Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its FedEx (FDX) stake by 6.2% in Q2 2026, buying an estimated $20K and bringing the position to 937 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #304.

Summit Wealth Group (Colorado) first reported a position in FDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $314K in Q1 2026. 867 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Summit Wealth Group (Colorado) held 937 shares of FedEx worth $293K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 55 FedEx shares in Q2 2026, an estimated $20K.
  • FedEx made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #304 holding.
  • Summit Wealth Group (Colorado) first reported a position in FedEx in Q4 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s FedEx position peaked at $314K in Q1 2026.
  • 867 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.