Position in FDX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$55,889,267
+$2,325,173 QoQ
Shares Held
194,729
-15.4% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 63.009989872721995.ToString("F0")%
Shared 0.ToString("F0")%
None 36.990010127278.ToString("F0")%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026Focus Partners Wealth holds $321,246,353 across 7 Integrated Freight & Logistics names. FDX ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GXO |
GXO Logistics, Inc.
|
4,185,275 | $217,006,508 | |
| 2 | FDX |
Fedex Corp
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|
194,729 | $55,889,267 | |
| 3 | UPS |
United Parcel Service Inc
|
321,420 | $31,621,299 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
46,170 | $9,783,423 | |
| 5 | LSTR |
Landstar System Inc
|
36,245 | $5,810,435 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
4,730 | $785,511 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
2,443 | $349,910 |
All Filings in FDX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,889,267 | 194,729 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $53,564,094 | 230,122 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $36,618,952 | 192,715 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $37,442,590 | 204,418 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $37,766,264 | 192,255 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $43,806,320 | 193,238 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $33,543,768 | 152,104 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $32,609,109 | 134,965 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $5,491,985 | 23,523 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,034,360 | 9,980 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||