Position in FDX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$790,026
-$5,737,329 QoQ
Shares Held
2,523
-88.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#974
of 1,932 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Soltis Investment Advisors LLC holds $10,500,405 across 5 Integrated Freight & Logistics names. FDX ranks #2 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
73,615 | $7,913,612 | |
| 2 | FDX |
Fedex Corp
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|
2,523 | $790,026 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
4,689 | $764,213 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
2,747 | $517,369 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
1,780 | $515,185 |
All Filings in FDX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $790,026 | 2,523 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $6,527,355 | 18,326 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,405,948 | 11,791 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $257,504 | 1,092 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $247,313 | 1,088 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $225,984 | 927 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $259,667 | 923 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $243,575 | 890 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $258,761 | 863 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $241,063 | 832 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $206,170 | 815 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $263,330 | 994 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||