Position in FDX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$328,786
-$45,203 QoQ
Shares Held
1,050
-19.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,324
of 1,932 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026NEW WAVE WEALTH ADVISORS LLC holds $3,113,310 across 3 Integrated Freight & Logistics names. FDX ranks #3 (10.6% of the industry book) .
All Filings in FDX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,786 | 1,050 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $373,989 | 1,050 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $303,302 | 1,050 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $247,600 | 1,050 | Shares | Sole | 2025-10-30 | |
| 2024-12-31 | $32,352 | 115 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||