Transamerica Financial Advisors’s FedEx FDX Stock Holding History

Transamerica Financial Advisors’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 Q1	$604K	Buy	1,693 +755	+80%	+$262K	0.05%	273
2025 Q4	$271K	Buy	938 +126	+16%	+$33.1K	0.02%	324
2025 Q3	$191K	Buy	812 +105	+15%	+$24.2K	0.02%	335
2025 Q2	$161K	Sell	707 -21	-3%	-$4.6K	0.02%	238
2025 Q1	$178K	Sell	728 -232	-24%	-$60.1K	0.02%	229
2024 Q4	$270K	Sell	960 -3	-0.3%	-$838	0.03%	209
2024 Q3	$264K	Buy	963 +256	+36%	+$74.3K	0.03%	216
2024 Q2	$212K	Hold	707	–	–	0.02%	196
2024 Q1	$205K	Sell	707 -429	-38%	-$107K	0.02%	215
2023 Q4	$288K	Sell	1,136 -257	-18%	-$65.3K	0.04%	221
2023 Q3	$369K	Sell	1,393 -72	-5%	-$18.7K	0.05%	180
2023 Q2	$364K	Buy	1,465 +740	+102%	+$169K	0.05%	196
2023 Q1	$166K	Buy	725 +86	+13%	+$17.5K	0.02%	235
2022 Q4	$111K	Sell	639 -32	-5%	-$5.32K	0.02%	258
2022 Q3	$100K	Sell	671 -823	-55%	-$174K	0.01%	248
2022 Q2	$339K	Buy	+1,494	New	+$319K	0.05%	181
2015 Q1	–	Sell	-900	Closed	-$157K	–	903
2014 Q4	$157K	Buy	+900	New	+$152K	0.01%	289

Other funds holding FDX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return