Position in UPS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$289,927
-$61,781 QoQ
Shares Held
2,697
-24.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,581
of 2,129 holders
Holding Since
Dec 2020
23 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, 2026Valmark Advisers, Inc. holds $968,792 across 2 Integrated Freight & Logistics names. UPS ranks #2 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
2,168 | $678,865 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
2,697 | $289,927 |
All Filings in UPS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,927 | 2,697 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $351,708 | 3,575 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $384,361 | 3,875 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $403,449 | 4,830 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $458,570 | 4,543 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $482,086 | 4,383 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $577,033 | 4,576 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $684,699 | 5,022 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $673,849 | 4,924 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $743,595 | 5,003 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $770,112 | 4,898 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $780,752 | 5,009 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $875,994 | 4,887 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $960,444 | 4,951 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $861,551 | 4,956 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $760,045 | 4,705 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $842,057 | 4,613 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,052,569 | 4,908 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $994,537 | 4,640 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $817,993 | 4,492 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $979,746 | 4,711 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $755,095 | 4,442 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $707,448 | 4,201 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||