Valeo Financial Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.88M | Buy |
12,393
+52
| +0.4% | +$18.9K | 0.08% | 111 |
|
|
2026
Q1 | $4.4M | Sell |
12,341
-1,019
| -8% | -$354K | 0.11% | 93 |
|
|
2025
Q4 | $3.86M | Sell |
13,360
-657
| -5% | -$173K | 0.09% | 112 |
|
|
2025
Q3 | $3.31M | Sell |
14,017
-882
| -6% | -$203K | 0.08% | 120 |
|
|
2025
Q2 | $3.39M | Buy |
14,899
+1,615
| +12% | +$354K | 0.08% | 118 |
|
|
2025
Q1 | $3.24M | Sell |
13,284
-65
| -0.5% | -$16.9K | 0.09% | 105 |
|
|
2024
Q4 | $3.76M | Sell |
13,349
-587
| -4% | -$164K | 0.1% | 92 |
|
|
2024
Q3 | $3.81M | Sell |
13,936
-65
| -0.5% | -$18.9K | 0.11% | 92 |
|
|
2024
Q2 | $4.2M | Sell |
14,001
-637
| -4% | -$167K | 0.13% | 79 |
|
|
2024
Q1 | $3.89M | Sell |
14,638
-1,259
| -8% | -$315K | 0.14% | 79 |
|
|
2023
Q4 | $4.02M | Buy |
15,897
+851
| +6% | +$216K | 0.16% | 73 |
|
|
2023
Q3 | $3.99M | Sell |
15,046
-1,557
| -9% | -$405K | 0.18% | 70 |
|
|
2023
Q2 | $4.12M | Buy |
16,603
+428
| +3% | +$97.9K | 0.19% | 72 |
|
|
2023
Q1 | $3.7M | Buy |
16,175
+1,773
| +12% | +$360K | 0.18% | 80 |
|
|
2022
Q4 | $2.49M | Sell |
14,402
-3,486
| -19% | -$579K | 0.14% | 96 |
|
|
2022
Q3 | $2.66M | Buy |
17,888
+819
| +5% | +$173K | 0.17% | 80 |
|
|
2022
Q2 | $3.87M | Buy |
17,069
+331
| +2% | +$70.6K | 0.24% | 63 |
|
|
2022
Q1 | $3.87M | Buy |
16,738
+936
| +6% | +$220K | 0.2% | 77 |
|
|
2021
Q4 | $4.09M | Buy |
15,802
+348
| +2% | +$83.5K | 0.22% | 66 |
|
|
2021
Q3 | $3.39M | Buy |
15,454
+2,975
| +24% | +$807K | 0.19% | 78 |
|
|
2021
Q2 | $3.72M | Buy |
12,479
+720
| +6% | +$214K | 0.23% | 69 |
|
|
2021
Q1 | $3.34M | Buy |
11,759
+288
| +3% | +$74.2K | 0.15% | 81 |
|
|
2020
Q4 | $2.98M | Sell |
11,471
-477
| -4% | -$132K | 0.15% | 78 |
|
|
2020
Q3 | $3M | Sell |
11,948
-2,297
| -16% | -$459K | 0.26% | 59 |
|
|
2020
Q2 | $2M | Sell |
14,245
-5,187
| -27% | -$653K | 0.18% | 76 |
|
|
2020
Q1 | $2.38M | Buy |
19,432
+2,139
| +12% | +$301K | 0.25% | 60 |
|
|
2019
Q4 | $2.62M | Sell |
17,293
-1,511
| -8% | -$233K | 0.25% | 61 |
|
|
2019
Q3 | $2.74M | Buy |
18,804
+1,972
| +12% | +$318K | 0.3% | 52 |
|
|
2019
Q2 | $2.76M | Buy |
16,832
+1,489
| +10% | +$261K | 0.32% | 52 |
|
|
2019
Q1 | $2.78M | Buy |
15,343
+10,650
| +227% | +$1.88M | 0.34% | 51 |
|
|
2018
Q4 | $757K | Buy |
4,693
+2,360
| +101% | +$499K | 0.11% | 135 |
|
|
2018
Q3 | $512K | Buy |
2,333
+316
| +16% | +$76.5K | 0.07% | 177 |
|
|
2018
Q2 | $486K | Buy |
2,017
+279
| +16% | +$69.1K | 0.07% | 174 |
|
|
2018
Q1 | $417K | Buy |
1,738
+550
| +46% | +$139K | 0.07% | 169 |
|
|
2017
Q4 | $296K | Buy |
1,188
+27
| +2% | +$6.17K | 0.05% | 199 |
|
|
2017
Q3 | $262K | Buy |
+1,161
| New | +$247K | 0.06% | 179 |
|
Other funds holding FDX
WA
LMFP
MMA
MFIM
Valeo Financial Advisors's FDX Position: Q2 2026 in Review
Valeo Financial Advisors increased its FedEx (FDX) stake by 0.42% in Q2 2026, buying an estimated $18.9K and bringing the position to 12,393 shares worth $3.88M. The position accounts for 0.08% of the portfolio, ranked #111.
Valeo Financial Advisors first reported a position in FDX in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.4M in Q1 2026. 582 funds tracked by Wall St. Rank hold FDX as of Q2 2026.
- Valeo Financial Advisors held 12,393 shares of FedEx worth $3.88M as of Q2 2026.
- Valeo Financial Advisors bought 52 FedEx shares in Q2 2026, an estimated $18.9K.
- FedEx made up 0.08% of Valeo Financial Advisors's portfolio in Q2 2026, its #111 holding.
- Valeo Financial Advisors first reported a position in FedEx in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's FedEx position peaked at $4.4M in Q1 2026.
- 582 funds tracked by Wall St. Rank held FedEx as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.