Position in FDX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$207,918
-$28,585 QoQ
Shares Held
664
-19.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,576
of 1,932 holders
Holding Since
Sep 2025
4 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, 2026United Financial Planning Group LLC holds $258,050 across 2 Integrated Freight & Logistics names. FDX ranks #1 (80.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
This page
|
664 | $207,918 | |
| 2 | FDXF |
FedEx Freight Holding Company, Inc.
|
332 | $50,132 |
All Filings in FDX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,918 | 664 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $236,503 | 664 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $183,137 | 634 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,017 | 34 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||