Position in FDX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$250,504
-$34,440 QoQ
Shares Held
800
-19.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,467
of 1,932 holders
Holding Since
Jun 2023
13 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, 2026Heartwood Wealth Advisors LLC holds $2,033,069 across 2 Integrated Freight & Logistics names. FDX ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
16,582 | $1,782,565 | |
| 2 | FDX |
Fedex Corp
This page
|
800 | $250,504 |
All Filings in FDX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,504 | 800 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $284,944 | 800 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $231,087 | 800 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $319,522 | 1,355 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $308,005 | 1,355 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $330,321 | 1,355 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $381,202 | 1,355 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $370,836 | 1,355 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $406,283 | 1,355 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $392,597 | 1,355 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $346,821 | 1,371 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $358,966 | 1,355 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $335,904 | 1,355 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||