ZRP
FDX icon

Zynergy Retirement Planning’s FedEx FDX Stock Holding History

Zynergy Retirement Planning’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
Q2 		– Sell
-50
Closed -$14.1K – 54
2025
Q1 		$14.1K Hold
50
– – 0.01% 75
2024
Q4 		$13.7K Hold
50
– – 0.01% 72
2024
Q3 		$13.7K Hold
50
– – 0.01% 72
2024
Q2 		$15K Buy
+50
New +$13.1K 0.01% 77

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zynergy Retirement Planning's FDX Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of FedEx (FDX) in Q2 2025, closing a stake of 50 shares — an estimated $14.1K sold.

Zynergy Retirement Planning first reported a position in FDX in Q2 2024 and held it in 4 quarters. The position peaked at $15K in Q2 2024. 1,699 funds tracked by Wall St. Rank hold FDX as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining FedEx position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 50 FedEx shares in Q2 2025, an estimated $14.1K.
  • Zynergy Retirement Planning first reported a position in FedEx in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's FedEx position peaked at $15K in Q2 2024.
  • 1,699 funds tracked by Wall St. Rank held FedEx as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.