STEEL GROVE CAPITAL ADVISORS, LLC

Position in UPS — United Parcel Service Inc

CIK 1166308 MEMPHIS, TN

Position in UPS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,702,477

+$183,195 QoQ

Shares Held

15,837

+2.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#818

of 2,129 holders

Holding Since

Mar 2020

16 quarters on record

Industrials · as of Jun 30, 2026

STEEL GROVE CAPITAL ADVISORS, LLC holds $2,160,586 across 2 Integrated Freight & Logistics names. UPS ranks #1 (78.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UPS	United Parcel Service Inc This page	15,837	$1,702,477
2	FDX	Fedex Corp	1,463	$458,109

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,702,477	15,837	+2.6%	Shares	Sole	2026-07-28
2026-03-31	$1,519,282	15,443	+313.0%	Shares	Sole	2026-05-07
2025-12-31	$370,871	3,739	-75.7%	Shares	Sole	2026-02-09
2025-09-30	$1,287,364	15,412	0.0%	Shares	Sole	2025-11-14
2025-06-30	$1,555,687	15,412	+6.4%	Shares	Sole	2025-07-30
2025-03-31	$1,592,655	14,480	+454.8%	Shares	Sole	2025-04-21
2024-12-31	$329,121	2,610	-76.9%	Shares	Sole	2025-02-14
2024-09-30	$1,541,596	11,307	+6.0%	Shares	Sole	2024-11-07
2024-06-30	$1,459,231	10,663	-6.9%	Shares	Sole	2024-08-14
2024-03-31	$1,701,516	11,448	+291.9%	Shares	Sole	2024-05-15
2023-12-31	$459,268	2,921	-71.8%	Shares	Sole	2024-01-18
2023-09-30	$1,611,851	10,341	-2.1%	Shares	Sole	2023-10-10
2023-06-30	$1,894,314	10,568	-1.1%	Shares	Sole	2023-07-13
2020-09-30	$1,780,274	10,684	-7.3%	Shares	Sole	2020-11-16
2020-06-30	$1,281,460	11,526	-11.5%	Shares	Sole	2020-08-14
2020-03-31	$1,216,795	13,025	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.