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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

FDX holding history

FedEx Corp in every 13F filed by Regent Peak Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FDX overviewAll 13F holders of FDXFull Q2 2026 holdings

Shares (Q2 2026)
990
Value
$310.0K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of FDX by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026990$310.0K0.1%+15+1.5%AddedHolders
Q1 2026975$347.3K0.1%+5+0.5%AddedHolders
Q4 2025970$280.2K0.1%+3+0.3%AddedHolders
Q3 2025967$228.0K<0.1%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 20251,011$246.5K0.1%−14−1.4%ReducedHolders
Q4 20241,025$288.4K0.1%−89−8.0%ReducedHolders
Q3 20241,114$304.9K0.1%−14−1.2%ReducedHolders
Q2 20241,128$338.2K0.1%−146−11.5%ReducedHolders
Q1 20241,274$369.1K0.1%+43+3.5%AddedHolders
Q4 20231,231$311.4K0.1%+76+6.6%AddedHolders
Q3 20231,155$306.0K0.1%+20+1.8%AddedHolders
Q2 20231,135$281.4K0.1%−14−1.2%ReducedHolders
Q1 20231,149$262.5K0.1%−37−3.1%ReducedHolders
Q4 20221,186$206.8K0.1%+1,186NewHolders
Q3 20220$00.0%−1,144−100.0%Sold outHolders
Q2 20221,144$259.0K0.1%+36+3.2%AddedHolders
Q1 20221,108$256.0K0.1%+59+5.6%AddedHolders
Q4 20211,049$271.0K0.1%+42+4.2%AddedHolders
Q3 20211,007$221.0K0.1%−35−3.4%ReducedHolders
Q2 20211,042$292.0K0.1%+35+3.5%AddedHolders
Q1 20211,007$286.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.