Position in UPS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,315,337
+$1,866,135 QoQ
Shares Held
49,445
+41.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#449
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, 2026HBK Sorce Advisory LLC holds $6,085,323 across 2 Integrated Freight & Logistics names. UPS ranks #1 (87.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
49,445 | $5,315,337 | |
| 2 | FDX |
Fedex Corp
|
2,459 | $769,986 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,315,337 | 49,445 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,449,202 | 35,060 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,373,055 | 34,006 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,053,689 | 36,558 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,935,145 | 38,985 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,185,449 | 38,053 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,587,896 | 36,383 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,416,788 | 39,730 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,491,243 | 40,126 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,228,786 | 41,908 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,201,622 | 39,443 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $6,375,238 | 40,901 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $7,646,088 | 42,656 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,506,849 | 43,852 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $14,597,344 | 83,970 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,248,784 | 44,873 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,162,504 | 39,238 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,205,052 | 42,922 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $9,376,517 | 43,746 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $7,539,850 | 41,405 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,502,517 | 36,075 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $6,289,460 | 36,999 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,211,097 | 36,883 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,513,666 | 9,084 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,065,771 | 9,586 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,033,318 | 11,061 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||