Position in FDX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$298,726
-$1,177 QoQ
Shares Held
954
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,377
of 1,932 holders
Holding Since
Jun 2025
3 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, 2026Avantra Family Wealth, Inc. holds $298,726 across 1 Integrated Freight & Logistics name. FDX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
This page
|
954 | $298,726 |
All Filings in FDX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,726 | 954 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $299,903 | 842 | Shares | Sole | 2026-04-22 | |
| 2025-06-30 | $273,226 | 1,202 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||