Position in FDX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$38,316,778
+$5,684,833 QoQ
Shares Held
122,367
+7.6% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#10
of 582 holders
Holding Since
Jun 2022
13 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $234,473,834 across 11 Integrated Freight & Logistics names. FDX ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
1,055,522 | $113,468,615 | |
| 2 | FDX |
Fedex Corp
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|
122,367 | $38,316,778 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
141,296 | $26,611,688 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
85,047 | $24,615,153 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
104,966 | $17,107,358 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
49,737 | $7,510,287 | |
| 7 | LSTR |
Landstar System Inc
|
21,876 | $4,524,175 | |
| 8 | GXO |
GXO Logistics, Inc.
|
25,897 | $1,312,977 |
All Filings in FDX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,316,778 | 122,367 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $32,631,945 | 113,696 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $31,018,582 | 133,262 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $24,064,588 | 126,645 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $19,773,955 | 107,956 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $18,262,288 | 92,967 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $17,337,045 | 76,477 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $9,946,204 | 45,101 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $10,606,266 | 43,898 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $8,757,105 | 37,508 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $7,188,955 | 35,267 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $7,941,836 | 37,203 | Shares | Sole | 2023-11-13 | |
| 2022-06-30 | $3,944,497 | 21,592 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||