Position in FDX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$237,039
-$41,493 QoQ
Shares Held
757
-22.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,496
of 1,932 holders
Holding Since
Dec 2025
3 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, 2026Green Ridge Wealth Planning LLC holds $1,776,654 across 2 Integrated Freight & Logistics names. FDX ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
14,322 | $1,539,615 | |
| 2 | FDX |
Fedex Corp
This page
|
757 | $237,039 |
All Filings in FDX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,039 | 757 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $278,532 | 782 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $223,577 | 774 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||