Position in FDX
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$312,726
+$47,264 QoQ
Shares Held
1,090
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026WealthShield Partners, LLC holds $2,114,417 across 1 Integrated Freight & Logistics name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
19,669 | $2,114,417 |
All Filings in FDX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $312,726 | 878 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $265,462 | 919 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $216,709 | 919 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $211,170 | 929 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $285,466 | 1,171 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $254,796 | 931 | Shares | Sole | 2024-11-04 | |
| 2023-12-31 | $248,922 | 984 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $260,681 | 984 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $240,215 | 969 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $221,178 | 968 | Shares | Sole | 2023-05-08 | |
| 2022-06-30 | $219,908 | 970 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $223,754 | 967 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $487,481 | 2,223 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $169,451 | 568 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $5,000 | 568 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $211,330 | 814 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||