Visionary Wealth Advisors
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Visionary Wealth Advisors’s FedEx FDX Stock Holding History

Visionary Wealth Advisors’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
Q3 		$315K Sell
1,106
-15
-1% -$4.71K 0.01% 547
2026
Q2 		$351K Sell
1,121
-76
-6% -$27.6K 0.01% 507
2026
Q1 		$426K Sell
1,197
-64
-5% -$22.2K 0.02% 440
2025
Q4 		$364K Sell
1,261
-78
-6% -$20.5K 0.02% 457
2025
Q3 		$316K Buy
1,339
+41
+3% +$9.45K 0.01% 479
2025
Q2 		$295K Buy
1,298
+1
+0.1% +$219 0.02% 462
2025
Q1 		$316K Sell
1,297
-21
-2% -$5.44K 0.02% 429
2024
Q4 		$371K Sell
1,318
-4
-0.3% -$1.12K 0.02% 401
2024
Q3 		$362K Sell
1,322
-22
-2% -$6.39K 0.02% 395
2024
Q2 		$403K Sell
1,344
-24
-2% -$6.28K 0.03% 361
2024
Q1 		$396K Sell
1,368
-5
-0.4% -$1.25K 0.03% 361
2023
Q4 		$347K Buy
1,373
+101
+8% +$25.7K 0.03% 370
2023
Q3 		$337K Sell
1,272
-204
-14% -$53K 0.03% 350
2023
Q2 		$366K Sell
1,476
-166
-10% -$38K 0.03% 337
2023
Q1 		$375K Buy
1,642
+184
+13% +$37.4K 0.03% 313
2022
Q4 		$253K Buy
1,458
+14
+1% +$2.33K 0.02% 356
2022
Q3 		$214K Sell
1,444
-12
-0.8% -$2.53K 0.02% 357
2022
Q2 		$330K Sell
1,456
-3
-0.2% -$640 0.03% 304
2022
Q1 		$338K Buy
1,459
+51
+4% +$12K 0.03% 305
2021
Q4 		$364K Sell
1,408
-164
-10% -$39.4K 0.03% 267
2021
Q3 		$345K Sell
1,572
-4
-0.3% -$1.09K 0.04% 230
2021
Q2 		$470K Sell
1,576
-58
-4% -$17.2K 0.05% 208
2021
Q1 		$464K Buy
1,634
+23
+1% +$5.92K 0.05% 202
2020
Q4 		$418K Sell
1,611
-1
-0.1% -$277 0.05% 202
2020
Q3 		$405K Sell
1,612
-139
-8% -$27.8K 0.06% 170
2020
Q2 		$245K Buy
+1,751
New +$220K 0.04% 196

Other funds holding FDX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Visionary Wealth Advisors's FDX Position: Q3 2026 in Review

Visionary Wealth Advisors reduced its FedEx (FDX) stake by 1.3% in Q3 2026, selling an estimated $4.71K and leaving 1,106 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #547.

Visionary Wealth Advisors first reported a position in FDX in Q2 2020 and has held it in 26 quarters since. The position peaked at $470K in Q2 2021. 1,446 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

  • Visionary Wealth Advisors held 1,106 shares of FedEx worth $315K as of Q3 2026.
  • Visionary Wealth Advisors sold 15 FedEx shares in Q3 2026, an estimated $4.71K.
  • FedEx made up 0.01% of Visionary Wealth Advisors's portfolio in Q3 2026, its #547 holding.
  • Visionary Wealth Advisors first reported a position in FedEx in Q2 2020 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's FedEx position peaked at $470K in Q2 2021.
  • 1,446 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.