Position in FDX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$716,441
-$250,943 QoQ
Shares Held
2,288
-32.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,002
of 1,932 holders
Holding Since
Dec 2020
23 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, 2026CreativeOne Wealth, LLC holds $3,001,635 across 3 Integrated Freight & Logistics names. FDX ranks #2 (23.9% of the industry book) .
All Filings in FDX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,441 | 2,288 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $967,384 | 2,716 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $806,207 | 2,791 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $645,647 | 2,738 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $685,338 | 3,015 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $732,314 | 3,004 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $868,184 | 3,086 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $560,222 | 2,047 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,493,769 | 8,317 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,714,573 | 9,369 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,219,812 | 8,775 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,138,169 | 8,071 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $631,897 | 2,549 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $528,497 | 2,313 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $373,765 | 2,158 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $370,581 | 2,496 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $681,263 | 3,005 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,234,465 | 5,335 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $854,546 | 3,304 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $553,488 | 2,524 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $493,735 | 1,655 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $495,648 | 1,745 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $226,387 | 872 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||