WFAG
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Worth Financial Advisory Group’s FedEx FDX Stock Holding History

Worth Financial Advisory Group’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
2025
Q1 		– Sell
-1,024
Closed -$288K – 160
2024
Q4 		$288K Sell
1,024
-42
-4% -$11.7K 0.18% 118
2024
Q3 		$292K Buy
1,066
+13
+1% +$3.77K 0.17% 125
2024
Q2 		$316K Sell
1,053
-115
-10% -$30.1K 0.21% 107
2024
Q1 		$338K Sell
1,168
-236
-17% -$59K 0.23% 99
2023
Q4 		$355K Sell
1,404
-340
-19% -$86.4K 0.28% 93
2023
Q3 		$462K Sell
1,744
-115
-6% -$29.9K 0.42% 65
2023
Q2 		$461K Sell
1,859
-612
-25% -$140K 0.43% 66
2023
Q1 		$565K Buy
2,471
+128
+5% +$26K 0.54% 56
2022
Q4 		$406K Buy
+2,343
New +$389K 0.47% 59

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Worth Financial Advisory Group's FDX Position: Q1 2025 in Review

Worth Financial Advisory Group sold out of FedEx (FDX) in Q1 2025, closing a stake of 1,024 shares — an estimated $288K sold.

Worth Financial Advisory Group first reported a position in FDX in Q4 2022 and held it in 9 quarters. The position peaked at $565K in Q1 2023. 1,731 funds tracked by Wall St. Rank hold FDX as of Q1 2025.

  • Worth Financial Advisory Group reported no remaining FedEx position as of Q1 2025 after selling out during the quarter.
  • Worth Financial Advisory Group sold 1,024 FedEx shares in Q1 2025, an estimated $288K.
  • Worth Financial Advisory Group first reported a position in FedEx in Q4 2022 and held it in 9 quarters.
  • Worth Financial Advisory Group's FedEx position peaked at $565K in Q1 2023.
  • 1,731 funds tracked by Wall St. Rank held FedEx as of Q1 2025.

Based on Worth Financial Advisory Group's 13F filing for Q1 2025, filed 22 Apr 2025.