Position in UPS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,019,637
+$135,005 QoQ
Shares Held
9,485
+5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,005
of 2,129 holders
Holding Since
Mar 2020
25 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, 2026B. Riley Wealth Advisors, Inc. holds $4,028,128 across 5 Integrated Freight & Logistics names. UPS ranks #2 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
6,350 | $1,988,375 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
9,485 | $1,019,637 | |
| 3 | FDXF |
FedEx Freight Holding Company, Inc.
|
2,583 | $390,033 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
2,284 | $372,246 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,369 | $257,837 |
All Filings in UPS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,019,637 | 9,485 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $884,632 | 8,992 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,368,524 | 13,797 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,304,571 | 15,618 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,187,660 | 11,766 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $2,540,788 | 20,149 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $2,901,451 | 21,281 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $3,312,454 | 24,205 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $3,320,691 | 22,342 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $3,531,385 | 22,460 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $3,482,447 | 22,342 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $4,264,895 | 23,793 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,988,258 | 25,714 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $5,741,239 | 33,026 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $5,035,847 | 31,174 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $4,669,190 | 25,579 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $5,684,474 | 26,506 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $7,574,775 | 35,340 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $6,158,804 | 33,821 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $6,833,478 | 32,858 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $4,971,696 | 29,247 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $4,192,822 | 24,898 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $3,245,951 | 19,480 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $2,125,093 | 19,114 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,269,203 | 13,586 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||