Position in FDX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,689,962
-$225,930 QoQ
Shares Held
5,397
-19.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#728
of 1,932 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026HCR Wealth Advisors holds $1,922,484 across 2 Integrated Freight & Logistics names. FDX ranks #1 (87.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
This page
|
5,397 | $1,689,962 | |
| 2 | UPS |
United Parcel Service Inc
|
2,163 | $232,522 |
All Filings in FDX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,689,962 | 5,397 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,915,892 | 5,379 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,557,244 | 5,391 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,289,408 | 5,468 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,269,071 | 5,583 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,371,262 | 5,625 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,682,634 | 5,981 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,680,668 | 6,141 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,872,200 | 6,244 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,777,554 | 6,135 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,621,031 | 6,408 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,443,019 | 5,447 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,720,922 | 6,942 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,423,720 | 6,231 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,058,771 | 6,113 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,271,942 | 8,567 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,121,551 | 9,358 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,591,799 | 11,201 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,066,177 | 11,855 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,614,375 | 11,922 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,519,995 | 11,799 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,225,557 | 11,356 | Shares | Sole | 2021-05-13 | |
| 2020-03-31 | $214,508 | 1,769 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||