Position in FDX
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,737,839
+$538,644 QoQ
Shares Held
6,055
+17.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $5,672,658 across 15 Integrated Freight & Logistics names. FDX ranks #1 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
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|
6,055 | $1,737,839 | |
| 2 | UPS |
United Parcel Service Inc
|
16,391 | $1,612,537 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
6,303 | $1,335,599 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,539 | $255,574 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
1,724 | $246,924 | |
| 6 | ZTO |
ZTO Express (Cayman) Inc.
|
8,729 | $219,704 | |
| 7 | LSTR |
Landstar System Inc
|
1,256 | $201,341 | |
| 8 | GXO |
GXO Logistics, Inc.
|
322 | $16,691 |
All Filings in FDX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,737,839 | 6,055 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,199,195 | 5,152 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $803,575 | 4,229 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $525,685 | 2,870 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $475,772 | 2,422 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,558,532 | 6,875 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,758,628 | 12,509 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,075,229 | 12,728 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,917,475 | 12,496 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $2,538,054 | 12,451 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,821,897 | 13,219 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,493,980 | 12,485 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,287,474 | 12,424 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,487,062 | 10,655 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $63,406 | 530 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $148,702 | 814 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $81,666 | 438 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $93,159 | 447 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||