United Asset Strategies’s FedEx FDX Stock Holding History

United Asset Strategies’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	$288K	Buy	921 +244	+36%	+$88.7K	0.02%	237
2026 Q1	$241K	Sell	677 -16	-2%	-$5.55K	0.02%	241
2025 Q4	$200K	Buy	+693	New	+$182K	0.02%	258
2024 Q4	–	Sell	-748	Closed	-$205K	–	238
2024 Q3	$205K	Sell	748 -37	-5%	-$10.7K	0.02%	231
2024 Q2	$236K	Sell	785 -182	-19%	-$47.6K	0.02%	210
2024 Q1	$280K	Buy	967 +122	+14%	+$30.5K	0.03%	207
2023 Q4	$214K	Hold	845	–	–	0.02%	224
2023 Q3	$224K	Buy	845 +30	+4%	+$7.8K	0.03%	213
2023 Q2	$202K	Buy	+815	New	+$187K	0.03%	221
2019 Q4	–	Sell	-3,256	Closed	-$474K	–	202
2019 Q3	$474K	Buy	3,256 +280	+9%	+$45.1K	0.1%	137
2019 Q2	$489K	Buy	2,976 +103	+4%	+$18K	0.11%	136
2019 Q1	$521K	Buy	2,873 +376	+15%	+$66.5K	0.12%	140
2018 Q4	$403K	Buy	2,497 +40	+2%	+$8.46K	0.11%	141
2018 Q3	$592K	Buy	+2,457	New	+$595K	0.14%	131

Other funds holding FDX

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

United Asset Strategies's FDX Position: Q2 2026 in Review

United Asset Strategies increased its FedEx (FDX) stake by 36% in Q2 2026, buying an estimated $88.7K and bringing the position to 921 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #237.

United Asset Strategies first reported a position in FDX in Q3 2018 and has held it in 14 quarters since. The position peaked at $592K in Q3 2018. 582 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

United Asset Strategies held 921 shares of FedEx worth $288K as of Q2 2026.
United Asset Strategies bought 244 FedEx shares in Q2 2026, an estimated $88.7K.
FedEx made up 0.02% of United Asset Strategies's portfolio in Q2 2026, its #237 holding.
United Asset Strategies first reported a position in FedEx in Q3 2018 and has held it in 14 quarters since.
United Asset Strategies's FedEx position peaked at $592K in Q3 2018.
582 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.