UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in UPS — United Parcel Service Inc
CIK 1463217
IRVING, TX
Position in UPS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$9,327,882
+$887,764 QoQ
Shares Held
86,771
+1.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#337
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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $31,643,816 across 7 Integrated Freight & Logistics names. UPS ranks #2 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHRW |
C. H. Robinson Worldwide, Inc.
|
87,932 | $16,561,112 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
86,771 | $9,327,882 | |
| 3 | FDX |
Fedex Corp
|
9,906 | $3,101,865 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
6,424 | $1,046,983 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
4,460 | $673,460 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
1,910 | $552,811 | |
| 7 | LSTR |
Landstar System Inc
|
1,836 | $379,703 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,327,882 | 86,771 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $8,440,118 | 85,791 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,159,766 | 82,264 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,343,936 | 75,948 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,303,930 | 82,266 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $8,459,880 | 76,915 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,498,230 | 75,323 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,701,735 | 78,493 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $10,983,854 | 80,262 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,022,504 | 33,792 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,569,698 | 41,784 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $12,865,198 | 82,538 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $14,777,370 | 82,440 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $16,668,396 | 85,924 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $25,349,870 | 145,823 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $29,392,687 | 181,953 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $35,391,402 | 193,883 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $39,819,002 | 185,671 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $40,474,250 | 188,832 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $38,268,132 | 210,149 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $43,163,757 | 207,548 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $25,883,357 | 152,264 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $26,939,621 | 159,974 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $27,668,411 | 166,047 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $19,357,549 | 174,110 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $16,467,797 | 176,277 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||