United Asset Strategies, Inc.

Position in UPS — United Parcel Service Inc

CIK 1539948 GARDEN CITY, NY

Position in UPS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$5,528,832

+$527,488 QoQ

Shares Held

51,431

+1.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#439

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 68% Shared 0% None 32%

Industrials · as of Jun 30, 2026

United Asset Strategies, Inc. holds $7,011,676 across 3 Integrated Freight & Logistics names. UPS ranks #1 (78.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	51,431	$5,528,832
2	CHRW	C. H. Robinson Worldwide, Inc.	6,342	$1,194,452
3	FDX	Fedex Corp	921	$288,392

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,528,832	51,431	+1.2%	Shares	Sole	2026-07-13
2026-03-31	$5,001,344	50,837	+244.8%	Shares	Sole	2026-04-29
2025-12-31	$1,462,358	14,743	-45.7%	Shares	Sole	2026-01-28
2025-09-30	$2,269,092	27,165	+0.1%	Shares	Sole	2025-10-23
2025-06-30	$2,738,805	27,133	+12.2%	Shares	Sole	2025-08-08
2025-03-31	$2,658,898	24,174	+8.5%	Shares	Sole	2025-05-14
2024-12-31	$2,808,751	22,274	+21.8%	Shares	Sole	2025-01-22
2024-09-30	$2,494,203	18,294	-7.6%	Shares	Sole	2024-10-28
2024-06-30	$2,709,766	19,801	+3.1%	Shares	Sole	2024-08-01
2024-03-31	$2,855,776	19,214	+3.4%	Shares	Sole	2024-04-23
2023-12-31	$2,922,748	18,589	+3.5%	Shares	Sole	2024-01-30
2023-09-30	$2,800,516	17,967	-10.9%	Shares	Sole	2023-11-07
2023-06-30	$3,614,217	20,163	+16.5%	Shares	Sole	2023-07-25
2023-03-31	$3,357,772	17,309	-0.1%	Shares	Sole	2023-07-25
2022-12-31	$3,012,473	17,329	+19.1%	Shares	Sole	2023-01-26
2022-09-30	$2,350,407	14,550	+1.5%	Shares	Sole	2022-10-24
2022-06-30	$2,616,893	14,336	+0.1%	Shares	Sole	2022-08-15
2022-03-31	$3,071,067	14,320	-0.1%	Shares	Sole	2022-04-29
2021-12-31	$3,072,349	14,334	-4.4%	Shares	Sole	2022-01-31
2021-09-30	$2,731,135	14,998	-3.9%	Shares	Sole	2021-10-21
2021-06-30	$3,244,955	15,603	+15.5%	Shares	Sole	2021-07-19
2021-03-31	$2,296,904	13,512	+0.1%	Shares	Sole	2021-04-27
2020-12-31	$2,273,400	13,500	+0.4%	Shares	Sole	2021-02-05
2020-09-30	$2,241,506	13,452	+0.3%	Shares	Sole	2020-11-03
2020-06-30	$1,491,034	13,411	-0.1%	Shares	Sole	2020-08-03
2020-03-31	$1,253,789	13,421	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.