Summit Wealth Group (Colorado)
FDX icon

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
Q3 		$267K Buy
938
+1
+0.1% +$314 0.02% 371
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Summit Wealth Group (Colorado)'s FDX Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its FedEx (FDX) stake by 0.11% in Q3 2026, buying an estimated $314 and bringing the position to 938 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #371.

Summit Wealth Group (Colorado) first reported a position in FDX in Q4 2025 and has held it in 4 quarters since. The position peaked at $314K in Q1 2026. 1,066 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

  • Summit Wealth Group (Colorado) held 938 shares of FedEx worth $267K as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 1 FedEx share in Q3 2026, an estimated $314.
  • FedEx made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #371 holding.
  • Summit Wealth Group (Colorado) first reported a position in FedEx in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s FedEx position peaked at $314K in Q1 2026.
  • 1,066 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.