EXENCIAL WEALTH ADVISORS, LLC

Position in FDX — Fedex Corp

CIK 1576151 OKLAHOMA CITY, OK

Position in FDX

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$2,316,238

+$476,778 QoQ

Shares Held

8,070

+2.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Industrials · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $5,304,989 across 4 Integrated Freight & Logistics names. FDX ranks #1 (43.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp This page	8,070	$2,316,238
2	UPS	United Parcel Service Inc	20,373	$2,004,295
3	JBHT	Hunt J B Transport Services Inc	2,598	$550,516
4	CHRW	C. H. Robinson Worldwide, Inc.	2,613	$433,940

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,316,238	6,503	+2.1%	Shares	Sole	2026-04-28
2025-12-31	$1,839,460	6,368	+4.8%	Shares	Sole	2026-01-30
2025-09-30	$1,433,017	6,077	+6.0%	Shares	Sole	2025-10-27
2025-06-30	$1,303,395	5,734	-1.1%	Shares	Sole	2025-07-30
2025-03-31	$1,413,192	5,797	-0.1%	Shares	Sole	2025-05-09
2024-12-31	$1,633,120	5,805	+0.2%	Shares	Sole	2025-02-06
2024-09-30	$1,585,975	5,795	+0.6%	Shares	Sole	2024-10-31
2024-06-30	$1,726,478	5,758	-4.0%	Shares	Sole	2024-08-12
2024-03-31	$1,738,439	6,000	-2.6%	Shares	Sole	2024-05-10
2023-12-31	$1,559,054	6,163	-0.5%	Shares	Sole	2024-02-13
2023-09-30	$1,641,709	6,197	-10.6%	Shares	Sole	2023-11-08
2023-06-30	$1,717,947	6,930	+0.3%	Shares	Sole	2023-08-10
2023-03-31	$1,578,180	6,907	-10.4%	Shares	Sole	2023-05-02
2022-12-31	$1,334,852	7,707	+16.5%	Shares	Sole	2023-02-14
2022-09-30	$981,980	6,614	+1.6%	Shares	Sole	2022-11-08
2022-06-30	$1,475,428	6,508	+13.3%	Shares	Sole	2022-08-11
2022-03-31	$1,329,104	5,744	+0.6%	Shares	Sole	2022-05-12
2021-12-31	$1,477,351	5,712	-71.4%	Shares	Sole	2022-02-10
2021-09-30	$4,384,265	19,993	-18.8%	Shares	Sole	2021-11-04
2021-06-30	$7,346,673	24,626	-30.9%	Shares	Sole	2021-08-16
2021-03-31	$10,129,716	35,663	+5.3%	Shares	Sole	2021-05-06
2020-12-31	$8,789,956	33,857	-59.0%	Shares	Sole	2021-02-11
2020-09-30	$20,747,134	82,487	+99.6%	Shares	Sole	2020-11-13
2020-06-30	$5,795,151	41,329	+666.9%	Shares	Sole	2020-08-17
2020-03-31	$653,469	5,389	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.