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Wealthspire Advisors (New York)’s FedEx FDX Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$1.47M Sell
4,127
-1,902
-32% -$660K 0.01% 336
2025
Q4 		$1.74M Buy
6,029
+1,451
+32% +$381K 0.01% 316
2025
Q3 		$1.08M Sell
4,578
-194
-4% -$44.7K 0.01% 378
2025
Q2 		$1.08M Buy
4,772
+151
+3% +$33.1K 0.01% 373
2025
Q1 		$1.13M Sell
4,621
-657
-12% -$170K 0.01% 357
2024
Q4 		$1.48M Buy
5,278
+75
+1% +$20.9K 0.01% 293
2024
Q3 		$1.42M Buy
5,203
+106
+2% +$30.8K 0.01% 309
2024
Q2 		$1.53M Sell
5,097
-719
-12% -$188K 0.02% 244
2024
Q1 		$1.69M Sell
5,816
-313
-5% -$78.3K 0.02% 229
2023
Q4 		$1.55M Buy
6,129
+946
+18% +$240K 0.02% 236
2023
Q3 		$1.37M Buy
5,183
+3,845
+287% +$1,000K 0.02% 223
2023
Q2 		$332K Sell
1,338
-27
-2% -$6.18K 0.01% 446
2023
Q1 		$312K Sell
1,365
-423
-24% -$85.9K 0.01% 429
2022
Q4 		$310K Sell
1,788
-2,149
-55% -$357K 0.01% 452
2022
Q3 		$585K Buy
3,937
+1,066
+37% +$225K 0.01% 306
2022
Q2 		$651K Sell
2,871
-52
-2% -$11.1K 0.01% 283
2022
Q1 		$676K Sell
2,923
-1,116
-28% -$262K 0.02% 229
2021
Q4 		$1.04M Buy
4,039
+1,034
+34% +$248K 0.02% 222
2021
Q3 		$659K Buy
3,005
+156
+5% +$42.3K 0.01% 309
2021
Q2 		$850K Sell
2,849
-1,840
-39% -$546K 0.02% 177
2021
Q1 		$1.33M Buy
4,689
+373
+9% +$96.1K 0.03% 220
2020
Q4 		$1.12M Buy
4,316
+2,987
+225% +$827K 0.03% 196
2020
Q3 		$334K Buy
+1,329
New +$266K 0.02% 224
2020
Q2 		– Sell
-5,838
Closed -$708K – 362
2020
Q1 		$708K Buy
+5,838
New +$822K 0.03% 246
2019
Q1 		– Sell
-149
Closed -$24K – 303
2018
Q4 		$24K Buy
+149
New +$31.5K ﹤0.01% 303

Other funds holding FDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s FDX Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its FedEx (FDX) stake by 32% in Q1 2026, selling an estimated $660K and leaving 4,127 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #336.

Wealthspire Advisors (New York) first reported a position in FDX in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.74M in Q4 2025. 2,034 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Wealthspire Advisors (New York) held 4,127 shares of FedEx worth $1.47M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,902 FedEx shares in Q1 2026, an estimated $660K.
  • FedEx made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #336 holding.
  • Wealthspire Advisors (New York) first reported a position in FedEx in Q4 2018 and has held it in 25 quarters since.
  • Wealthspire Advisors (New York)'s FedEx position peaked at $1.74M in Q4 2025.
  • 2,034 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.