Position in FDX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,578,795
-$577,868 QoQ
Shares Held
5,042
-32.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#749
of 1,942 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $6,000,459 across 16 Integrated Freight & Logistics names. FDX ranks #2 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBHT |
Hunt J B Transport Services Inc
|
5,799 | $1,678,399 | |
| 2 | FDX |
Fedex Corp
This page
|
5,042 | $1,578,795 | |
| 3 | UPS |
United Parcel Service Inc
|
13,637 | $1,465,975 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
2,337 | $352,887 | |
| 5 | LSTR |
Landstar System Inc
|
1,156 | $239,068 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,266 | $238,433 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
1,346 | $219,367 | |
| 8 | ZTO |
ZTO Express (Cayman) Inc.
|
5,295 | $118,499 |
All Filings in FDX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,578,795 | 5,042 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,156,663 | 6,055 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,488,200 | 5,152 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $997,238 | 4,229 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $652,378 | 2,870 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $590,433 | 2,422 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,934,139 | 6,875 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,423,459 | 12,509 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,816,360 | 12,728 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,620,587 | 12,496 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $3,149,726 | 12,451 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,501,974 | 13,219 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,095,031 | 12,485 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,838,758 | 12,424 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,845,446 | 10,655 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $78,688 | 530 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $184,541 | 814 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $101,348 | 438 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $115,611 | 447 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||