Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$839K Sell
2,355
-391
-14% -$136K 0.1% 214
2025
Q4
$793K Sell
2,746
-47
-2% -$12.3K 0.1% 212
2025
Q3
$659K Sell
2,793
-79
-3% -$18.2K 0.09% 224
2025
Q2
$653K Buy
2,872
+37
+1% +$8.1K 0.11% 182
2025
Q1
$691K Sell
2,835
-71
-2% -$18.4K 0.14% 148
2024
Q4
$818K Sell
2,906
-525
-15% -$147K 0.16% 146
2024
Q3
$939K Sell
3,431
-23
-0.7% -$6.68K 0.21% 109
2024
Q2
$1.04M Sell
3,454
-149
-4% -$39K 0.32% 78
2024
Q1
$1.04M Buy
+3,603
New +$901K 0.39% 73

Other funds holding FDX

United Advisor Group's FDX Position: Q1 2026 in Review

United Advisor Group reduced its FedEx (FDX) stake by 14% in Q1 2026, selling an estimated $136K and leaving 2,355 shares worth $839K. The position accounts for 0.1% of the portfolio, ranked #214.

United Advisor Group first reported a position in FDX in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q1 2024. 2,027 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • United Advisor Group held 2,355 shares of FedEx worth $839K as of Q1 2026.
  • United Advisor Group sold 391 FedEx shares in Q1 2026, an estimated $136K.
  • FedEx made up 0.1% of United Advisor Group's portfolio in Q1 2026, its #214 holding.
  • United Advisor Group first reported a position in FedEx in Q1 2024 and has held it in 9 quarters since.
  • United Advisor Group's FedEx position peaked at $1.04M in Q1 2024.
  • 2,027 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.