Avidian Wealth Enterprises, LLC

Position in UPS — United Parcel Service Inc

CIK 1471474 HOUSTON, TX

Position in UPS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,834,452

+$495,468 QoQ

Shares Held

26,367

+10.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#628

of 2,129 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Industrials · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $4,137,546 across 3 Integrated Freight & Logistics names. UPS ranks #1 (68.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	26,367	$2,834,452
2	CHRW	C. H. Robinson Worldwide, Inc.	3,873	$729,440
3	FDX	Fedex Corp	1,832	$573,654

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,834,452	26,367	+10.9%	Shares	Sole	2026-07-24
2026-03-31	$2,338,984	23,775	+82.2%	Shares	Sole	2026-05-07
2025-12-31	$1,294,330	13,049	+0.1%	Shares	Sole	2026-02-02
2025-09-30	$1,088,646	13,033	-1.2%	Shares	Sole	2025-10-30
2025-06-30	$1,330,893	13,185	-5.2%	Shares	Sole	2025-07-30
2025-03-31	$1,530,510	13,915	-3.6%	Shares	Sole	2025-04-25
2024-12-31	$1,821,010	14,441	-3.5%	Shares	Sole	2025-01-29
2024-09-30	$2,041,146	14,971	-34.3%	Shares	Sole	2024-10-30
2024-06-30	$3,117,579	22,781	+4.0%	Shares	Sole	2024-08-06
2024-03-31	$3,256,780	21,912	+2.7%	Shares	Sole	2024-05-03
2023-12-31	$3,354,187	21,333	+0.2%	Shares	Sole	2024-02-06
2023-09-30	$3,318,160	21,288	-2.9%	Shares	Sole	2023-10-13
2023-06-30	$3,928,084	21,914	+71.4%	Shares	Sole	2023-08-03
2023-03-31	$2,480,550	12,787	+0.4%	Shares	Sole	2023-05-08
2022-12-31	$2,214,026	12,736	-0.9%	Shares	Sole	2023-02-06
2022-09-30	$2,075,142	12,846	-0.8%	Shares	Sole	2022-11-03
2022-06-30	$2,363,345	12,947	-11.2%	Shares	Sole	2022-07-29
2022-03-31	$3,128,542	14,588	+8.3%	Shares	Sole	2022-05-10
2021-12-31	$2,887,374	13,471	+15.1%	Shares	Sole	2022-02-14
2021-09-30	$2,131,480	11,705	+338.4%	Shares	Sole	2021-11-10
2021-06-30	$555,279	2,670	+23.0%	Shares	Sole	2021-08-09
2021-03-31	$368,878	2,170	+13.7%	Shares	Sole	2021-05-05
2020-12-31	$321,307	1,908	+20.2%	Shares	Sole	2021-02-09
2020-09-30	$264,441	1,587	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.