Position in FDX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$589,936
-$128,122 QoQ
Shares Held
1,884
-24.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,075
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, 2026Octavia Wealth Advisors, LLC holds $1,708,473 across 2 Integrated Freight & Logistics names. FDX ranks #2 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
10,405 | $1,118,537 | |
| 2 | FDX |
Fedex Corp
This page
|
1,884 | $589,936 |
All Filings in FDX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,936 | 1,884 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $718,058 | 2,016 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $640,113 | 2,216 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $592,826 | 2,514 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $571,457 | 2,514 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $646,504 | 2,652 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $757,058 | 2,691 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $740,030 | 2,704 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $908,515 | 3,030 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $590,200 | 2,037 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $525,418 | 2,077 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $713,959 | 2,695 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $574,880 | 2,319 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $505,419 | 2,212 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $395,762 | 2,285 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $358,852 | 2,417 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $542,290 | 2,392 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $576,855 | 2,493 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $739,451 | 2,859 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $551,733 | 2,516 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $791,171 | 2,652 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $762,647 | 2,685 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $794,177 | 3,059 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||