Forvis Mazars Wealth Advisors, LLC
Position in UPS — United Parcel Service Inc
CIK 1352864
Springfield, MO
Position in UPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$447,630
+$30,303 QoQ
Shares Held
4,164
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,357
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $1,525,045 across 3 Integrated Freight & Logistics names. UPS ranks #2 (29.4% of the industry book) .
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,630 | 4,164 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $417,327 | 4,242 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $535,030 | 5,394 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $456,157 | 5,461 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $651,668 | 6,456 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $729,563 | 6,633 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $872,233 | 6,917 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $965,832 | 7,084 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,029,522 | 7,523 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,219,211 | 8,203 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,334,568 | 8,488 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,602,031 | 10,278 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,905,427 | 10,630 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,121,086 | 10,934 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,908,415 | 10,978 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,750,124 | 10,834 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,952,265 | 10,695 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,207,651 | 10,294 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,243,496 | 10,467 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,885,099 | 10,352 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,081,571 | 10,009 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,750,217 | 10,296 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,187,852 | 12,992 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $2,118,867 | 12,716 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,480,695 | 13,318 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,703,233 | 18,232 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||