MONETA GROUP INVESTMENT ADVISORS LLC

Position in UPS — United Parcel Service Inc

CIK 1120927 ST LOUIS, MO

Position in UPS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,428,322

+$707,362 QoQ

Shares Held

78,403

-0.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#359

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $9,544,523 across 3 Integrated Freight & Logistics names. UPS ranks #1 (88.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	78,403	$8,428,322
2	FDX	Fedex Corp	2,877	$900,875
3	FDXF	FedEx Freight Holding Company, Inc.	1,426	$215,326

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,428,322	78,403	-0.1%	Shares	Sole	2026-08-14
2026-03-31	$7,720,960	78,481	-1.0%	Shares	Sole	2026-05-12
2025-12-31	$7,860,410	79,246	-2.8%	Shares	Sole	2026-02-12
2025-09-30	$6,808,697	81,512	-0.4%	Shares	Sole	2025-11-14
2025-06-30	$8,262,443	81,855	-0.1%	Shares	Sole	2025-08-14
2025-03-31	$9,012,690	81,941	-0.6%	Shares	Sole	2025-05-15
2024-12-31	$10,393,162	82,420	-0.8%	Shares	Sole	2025-02-11
2024-09-30	$11,325,627	83,069	+0.2%	Shares	Sole	2024-11-12
2024-06-30	$11,344,454	82,897	-0.4%	Shares	Sole	2024-08-13
2024-03-31	$12,375,379	83,263	+1233.5%	Shares	Sole	2024-08-13
2023-12-31	$981,744	6,244	-0.6%	Shares	Sole	2024-02-15
2023-09-30	$979,019	6,281	+2.1%	Shares	Sole	2023-11-15
2023-06-30	$1,102,566	6,151	+23.6%	Shares	Sole	2023-08-15
2023-03-31	$965,100	4,975	+22.4%	Shares	Sole	2023-05-15
2022-12-31	$706,833	4,066	+2.2%	Shares	Sole	2023-02-16
2022-09-30	$642,929	3,980	-19.5%	Shares	Sole	2022-11-14
2022-06-30	$903,025	4,947	+3.5%	Shares	Sole	2022-08-15
2022-03-31	$1,024,904	4,779	+40.7%	Shares	Sole	2022-05-11
2021-12-31	$727,898	3,396	-68.8%	Shares	Sole	2022-02-11
2021-09-30	$1,983,979	10,895	-0.5%	Shares	Sole	2021-11-12
2021-06-30	$2,278,103	10,954	+8.5%	Shares	Sole	2021-08-13
2021-03-31	$1,716,049	10,095	+4.4%	Shares	Sole	2021-05-14
2020-12-31	$1,628,933	9,673	+4.0%	Shares	Sole	2021-02-12
2020-09-30	$1,549,992	9,302	-5.2%	Shares	Sole	2020-11-13
2020-06-30	$1,091,009	9,813	+8.0%	Shares	Sole	2020-08-12
2020-03-31	$849,000	9,088	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.