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YHB Investment Advisors’s FedEx FDX Stock Holding History

YHB Investment 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 		– Sell
-695
Closed -$218K – 317
2026
Q2 		$218K Buy
695
+13
+2% +$4.72K 0.01% 305
2026
Q1 		$243K Buy
+682
New +$237K 0.02% 278
2025
Q4 		– Sell
-937
Closed -$221K – 302
2025
Q3 		$221K Sell
937
-165
-15% -$38K 0.02% 285
2025
Q2 		$250K Sell
1,102
-161
-13% -$35.3K 0.02% 276
2025
Q1 		$308K Hold
1,263
– – 0.03% 238
2024
Q4 		$355K Sell
1,263
-35
-3% -$9.77K 0.03% 216
2024
Q3 		$355K Sell
1,298
-107
-8% -$31.1K 0.03% 225
2024
Q2 		$421K Hold
1,405
– – 0.04% 212
2024
Q1 		$407K Hold
1,405
– – 0.04% 209
2023
Q4 		$355K Sell
1,405
-25
-2% -$6.35K 0.03% 214
2023
Q3 		$379K Hold
1,430
– – 0.04% 205
2023
Q2 		$354K Hold
1,430
– – 0.03% 214
2023
Q1 		$327K Sell
1,430
-80
-5% -$16.2K 0.03% 224
2022
Q4 		$262K Sell
1,510
-50
-3% -$8.31K 0.03% 240
2022
Q3 		$232K Sell
1,560
-310
-17% -$65.4K 0.03% 254
2022
Q2 		$424K Hold
1,870
– – 0.04% 195
2022
Q1 		$433K Sell
1,870
-420
-18% -$98.7K 0.04% 202
2021
Q4 		$592K Sell
2,290
-83
-3% -$19.9K 0.05% 199
2021
Q3 		$520K Hold
2,373
– – 0.04% 199
2021
Q2 		$708K Hold
2,373
– – 0.06% 185
2021
Q1 		$682K Buy
2,373
+10
+0.4% +$2.58K 0.06% 184
2020
Q4 		$613K Buy
2,363
+61
+3% +$16.9K 0.06% 184
2020
Q3 		$579K Buy
2,302
+125
+6% +$25K 0.06% 182
2020
Q2 		$305K Sell
2,177
-110
-5% -$13.8K 0.04% 150
2020
Q1 		$277K Buy
2,287
+104
+5% +$14.6K 0.05% 147
2019
Q4 		$330K Sell
2,183
-239
-10% -$36.8K 0.05% 149
2019
Q3 		$353K Buy
2,422
+909
+60% +$147K 0.05% 149
2019
Q2 		$248K Sell
1,513
-310
-17% -$54.3K 0.04% 169
2019
Q1 		$331K Sell
1,823
-142
-7% -$25.1K 0.05% 155
2018
Q4 		$317K Sell
1,965
-2,805
-59% -$593K 0.06% 147
2018
Q3 		$1.15M Buy
4,770
+305
+7% +$73.8K 0.17% 113
2018
Q2 		$1.01M Buy
4,465
+1,525
+52% +$378K 0.17% 115
2018
Q1 		$706K Buy
2,940
+1,525
+108% +$386K 0.12% 124
2017
Q4 		$353K Buy
+1,415
New +$324K 0.06% 151
2017
Q2 		– Sell
-1,135
Closed -$215K – 182
2017
Q1 		$215K Sell
1,135
-10
-0.9% -$1.91K 0.04% 170
2016
Q4 		$213K Buy
+1,145
New +$210K 0.04% 171

Other funds holding FDX

SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

YHB Investment Advisors's FDX Position: Q3 2026 in Review

YHB Investment Advisors sold out of FedEx (FDX) in Q3 2026, closing a stake of 695 shares — an estimated $218K sold.

YHB Investment Advisors first reported a position in FDX in Q4 2016 and held it in 36 quarters. The position peaked at $1.15M in Q3 2018. 80 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

  • YHB Investment Advisors reported no remaining FedEx position as of Q3 2026 after selling out during the quarter.
  • YHB Investment Advisors sold 695 FedEx shares in Q3 2026, an estimated $218K.
  • YHB Investment Advisors first reported a position in FedEx in Q4 2016 and held it in 36 quarters.
  • YHB Investment Advisors's FedEx position peaked at $1.15M in Q3 2018.
  • 80 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.