Position in UPS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,225,435
+$5,971,615 QoQ
Shares Held
85,818
+159.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#341
of 2,129 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $16,777,207 across 6 Integrated Freight & Logistics names. UPS ranks #1 (55.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
85,818 | $9,225,435 | |
| 2 | FDX |
Fedex Corp
|
14,603 | $4,572,637 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
4,926 | $1,425,732 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
5,760 | $869,760 | |
| 5 | LSTR |
Landstar System Inc
|
1,791 | $370,396 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
1,922 | $313,247 |
All Filings in UPS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,225,435 | 85,818 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,253,820 | 33,074 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,145,513 | 31,712 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $3,513,014 | 34,803 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,372,953 | 30,666 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,808,976 | 30,206 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,414,143 | 32,376 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $3,687,149 | 26,943 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $3,073,371 | 20,678 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,719,921 | 17,299 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $2,888,115 | 18,529 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $4,510,467 | 25,163 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $33,128,254 | 170,773 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $2,700,952 | 15,537 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $2,573,978 | 15,934 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $1,979,098 | 10,842 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,228,024 | 10,389 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $2,287,865 | 10,674 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,908,225 | 10,479 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $2,410,996 | 11,593 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $2,114,505 | 12,439 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,715,751 | 45,818 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $7,588,830 | 45,543 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $6,076,431 | 54,654 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,157,531 | 55,208 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||