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True Wealth Design’s FedEx FDX Stock Holding History

True Wealth Design’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 		$199K Buy
637
+39
+7% +$14.2K 0.05% 116
2026
Q1 		$213K Buy
598
+136
+29% +$47.2K 0.06% 88
2025
Q4 		$133K Buy
462
+35
+8% +$9.19K 0.04% 136
2025
Q3 		$101K Buy
427
+391
+1,086% +$90.1K 0.03% 165
2025
Q2 		$8.22K Buy
36
+14
+64% +$3.07K ﹤0.01% 641
2025
Q1 		$5.4K Buy
22
+5
+29% +$1.3K ﹤0.01% 658
2024
Q4 		$4.83K Sell
17
-6
-26% -$1.68K ﹤0.01% 541
2024
Q3 		$6.29K Buy
23
+12
+109% +$3.48K ﹤0.01% 509
2024
Q2 		$3.3K Buy
11
+3
+38% +$785 ﹤0.01% 305
2024
Q1 		$2.32K Buy
8
+4
+100% +$1K ﹤0.01% 333
2023
Q4 		$1.01K Hold
4
– – ﹤0.01% 353
2023
Q3 		$1.06K Hold
4
– – ﹤0.01% 313
2023
Q2 		$992 Hold
4
– – ﹤0.01% 329
2023
Q1 		$914 Hold
4
– – ﹤0.01% 420
2022
Q4 		$693 Buy
+4
New +$665 ﹤0.01% 389

Other funds holding FDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

True Wealth Design's FDX Position: Q2 2026 in Review

True Wealth Design increased its FedEx (FDX) stake by 6.5% in Q2 2026, buying an estimated $14.2K and bringing the position to 637 shares worth $199K. The position accounts for 0.05% of the portfolio, ranked #116.

True Wealth Design first reported a position in FDX in Q4 2022 and has held it in 15 quarters since. The position peaked at $213K in Q1 2026. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • True Wealth Design held 637 shares of FedEx worth $199K as of Q2 2026.
  • True Wealth Design bought 39 FedEx shares in Q2 2026, an estimated $14.2K.
  • FedEx made up 0.05% of True Wealth Design's portfolio in Q2 2026, its #116 holding.
  • True Wealth Design first reported a position in FedEx in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's FedEx position peaked at $213K in Q1 2026.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.