Position in FDX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,262,990
-$791,253 QoQ
Shares Held
7,227
-32.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#642
of 1,932 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $6,856,571 across 15 Integrated Freight & Logistics names. FDX ranks #2 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
29,701 | $3,192,857 | |
| 2 | FDX |
Fedex Corp
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|
7,227 | $2,262,990 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
4,380 | $713,852 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
2,883 | $435,333 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
491 | $142,110 | |
| 6 | LSTR |
Landstar System Inc
|
289 | $59,768 | |
| 7 | CHRW |
C. H. Robinson Worldwide, Inc.
|
241 | $45,389 | |
| 8 | GXO |
GXO Logistics, Inc.
|
40 | $2,028 |
All Filings in FDX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,262,990 | 7,227 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,054,243 | 8,575 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,592,518 | 8,975 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,925,624 | 8,166 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,471,377 | 6,473 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,465,849 | 6,013 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,501,023 | 8,890 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,445,056 | 8,934 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,737,838 | 9,131 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $784,905 | 2,709 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $681,754 | 2,695 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $694,090 | 2,620 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $473,736 | 1,911 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $412,195 | 1,804 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $311,413 | 1,798 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $349,646 | 2,355 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $395,155 | 1,743 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $369,298 | 1,596 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $412,789 | 1,596 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $341,434 | 1,557 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $472,554 | 1,584 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $439,977 | 1,549 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $382,679 | 1,474 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $345,588 | 1,374 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $191,961 | 1,369 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $166,004 | 1,369 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||