VAF
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Values Added Financial’s FedEx FDX Stock Holding History

Values Added Financial’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 		– Sell
-608
Closed -$217K – 148
2026
Q1 		$217K Buy
+608
New +$211K 0.09% 124

Other funds holding FDX

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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

Values Added Financial's FDX Position: Q2 2026 in Review

Values Added Financial sold out of FedEx (FDX) in Q2 2026, closing a stake of 608 shares — an estimated $217K sold.

Values Added Financial first reported a position in FDX in Q1 2026 and held it in 1 quarter. The position peaked at $217K in Q1 2026. 772 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Values Added Financial reported no remaining FedEx position as of Q2 2026 after selling out during the quarter.
  • Values Added Financial sold 608 FedEx shares in Q2 2026, an estimated $217K.
  • Values Added Financial first reported a position in FedEx in Q1 2026 and held it in 1 quarter.
  • Values Added Financial's FedEx position peaked at $217K in Q1 2026.
  • 772 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.