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Wealth Enhancement Trust Services’s FedEx FDX Stock Holding History

Wealth Enhancement Trust Services’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 		$153K Buy
489
+82
+20% +$29.8K 0.02% 316
2026
Q1 		$145K Sell
407
-27
-6% -$9.37K 0.02% 310
2025
Q4 		$125K Buy
+434
New +$114K 0.02% 304

Other funds holding FDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Wealth Enhancement Trust Services's FDX Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its FedEx (FDX) stake by 20% in Q2 2026, buying an estimated $29.8K and bringing the position to 489 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #316.

Wealth Enhancement Trust Services first reported a position in FDX in Q4 2025 and has held it in 3 quarters since. 1,524 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Wealth Enhancement Trust Services held 489 shares of FedEx worth $153K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 82 FedEx shares in Q2 2026, an estimated $29.8K.
  • FedEx made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #316 holding.
  • Wealth Enhancement Trust Services first reported a position in FedEx in Q4 2025 and has held it in 3 quarters since.
  • 1,524 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.