Position in UPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$392,375
+$349,974 QoQ
Shares Held
3,650
+746.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,434
of 2,139 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026IMA Advisory Services, Inc. holds $1,457,519 across 7 Integrated Freight & Logistics names. UPS ranks #2 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
2,264 | $708,926 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
3,650 | $392,375 | |
| 3 | FDXF |
FedEx Freight Holding Company, Inc.
|
2,305 | $348,055 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
28 | $5,273 | |
| 5 | ZTO |
ZTO Express (Cayman) Inc.
|
109 | $2,439 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
1 | $289 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
1 | $162 |
All Filings in UPS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,375 | 3,650 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $42,401 | 431 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $42,453 | 428 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $55,881 | 669 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $50,167 | 497 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $54,665 | 497 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $67,760 | 497 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $22,133 | 142 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $25,453 | 142 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $13,773 | 71 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $24,685 | 142 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $22,938 | 142 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $25,920 | 142 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $30,453 | 142 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $30,436 | 142 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $28,043 | 154 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $32,027 | 154 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $26,178 | 154 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $25,933 | 154 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $25,661 | 154 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $15,787 | 142 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $13,265 | 142 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||