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Sun Group Wealth Partners’s FedEx FDX Stock Holding History

Sun Group Wealth Partners’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 		$1.08M Sell
3,442
-66
-2% -$24K 0.74% 35
2026
Q1 		$1.25M Hold
3,508
– – 0.98% 26
2025
Q4 		$1.01M Buy
+3,508
New +$921K 0.81% 25

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sun Group Wealth Partners's FDX Position: Q2 2026 in Review

Sun Group Wealth Partners reduced its FedEx (FDX) stake by 1.9% in Q2 2026, selling an estimated $24K and leaving 3,442 shares worth $1.08M. The position accounts for 0.74% of the portfolio, ranked #35.

Sun Group Wealth Partners first reported a position in FDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q1 2026. 1,952 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Sun Group Wealth Partners held 3,442 shares of FedEx worth $1.08M as of Q2 2026.
  • Sun Group Wealth Partners sold 66 FedEx shares in Q2 2026, an estimated $24K.
  • FedEx made up 0.74% of Sun Group Wealth Partners's portfolio in Q2 2026, its #35 holding.
  • Sun Group Wealth Partners first reported a position in FedEx in Q4 2025 and has held it in 3 quarters since.
  • Sun Group Wealth Partners's FedEx position peaked at $1.25M in Q1 2026.
  • 1,952 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.