Position in UPS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$426,345
+$17,380 QoQ
Shares Held
3,966
-4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,378
of 2,129 holders
Holding Since
Jun 2021
21 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, 2026Annex Advisory Services, LLC holds $1,284,321 across 2 Integrated Freight & Logistics names. UPS ranks #2 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
2,740 | $857,976 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
3,966 | $426,345 |
All Filings in UPS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,345 | 3,966 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $408,965 | 4,157 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $378,112 | 3,812 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $320,838 | 3,841 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $451,807 | 4,476 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $511,563 | 4,651 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $578,168 | 4,585 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $623,073 | 4,570 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $644,426 | 4,709 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $697,669 | 4,694 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $752,817 | 4,788 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $776,232 | 4,980 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $870,258 | 4,855 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $855,495 | 4,410 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $770,632 | 4,433 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $767,476 | 4,751 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,388,216 | 7,605 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,105,541 | 5,155 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,078,130 | 5,030 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $868,981 | 4,772 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,017,597 | 4,893 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||