Position in FDX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,954,518
-$225,967 QoQ
Shares Held
12,629
-13.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#500
of 1,931 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $32,309,517 across 7 Integrated Freight & Logistics names. FDX ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
219,269 | $23,571,417 | |
| 2 | FDX |
Fedex Corp
This page
|
12,629 | $3,954,518 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
5,438 | $1,573,919 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
8,135 | $1,532,145 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
5,531 | $835,181 | |
| 6 | LSTR |
Landstar System Inc
|
2,132 | $440,918 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
2,463 | $401,419 |
All Filings in FDX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,954,518 | 12,629 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,180,485 | 11,737 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,244,764 | 11,233 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,096,350 | 8,890 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,664,363 | 7,322 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,640,395 | 6,729 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,415,652 | 5,032 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,027,394 | 3,754 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,279,416 | 4,267 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,020,463 | 3,522 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $396,656 | 1,568 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $324,791 | 1,226 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $303,181 | 1,223 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $279,442 | 1,223 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $236,417 | 1,365 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $200,582 | 1,351 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $264,796 | 1,168 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $256,147 | 1,107 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $368,820 | 1,426 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $296,918 | 1,354 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $394,690 | 1,323 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $365,559 | 1,287 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $304,793 | 1,174 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $272,396 | 1,083 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $151,858 | 1,083 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||