Waypoint Wealth Counsel’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
$585K Sell
1,868
-662
-26% -$241K 0.37% 45
2026
Q1
$901K Sell
2,530
-302
-11% -$105K 0.47% 37
2025
Q4
$818K Buy
2,832
+285
+11% +$74.8K 0.3% 60
2025
Q3
$601K Buy
2,547
+1,606
+171% +$370K 0.24% 76
2025
Q2
$214K Buy
+941
New +$206K 0.11% 167

Other funds holding FDX

Waypoint Wealth Counsel's FDX Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its FedEx (FDX) stake by 26% in Q2 2026, selling an estimated $241K and leaving 1,868 shares worth $585K. The position accounts for 0.37% of the portfolio, ranked #45.

Waypoint Wealth Counsel first reported a position in FDX in Q2 2025 and has held it in 5 quarters since. The position peaked at $901K in Q1 2026. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Waypoint Wealth Counsel held 1,868 shares of FedEx worth $585K as of Q2 2026.
  • Waypoint Wealth Counsel sold 662 FedEx shares in Q2 2026, an estimated $241K.
  • FedEx made up 0.37% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #45 holding.
  • Waypoint Wealth Counsel first reported a position in FedEx in Q2 2025 and has held it in 5 quarters since.
  • Waypoint Wealth Counsel's FedEx position peaked at $901K in Q1 2026.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.