Position in UPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$919,340
+$107,115 QoQ
Shares Held
8,552
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,045
of 2,129 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Regal Investment Advisors LLC holds $1,411,580 across 2 Integrated Freight & Logistics names. UPS ranks #1 (65.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
8,552 | $919,340 | |
| 2 | FDX |
Fedex Corp
|
1,572 | $492,240 |
All Filings in UPS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $919,340 | 8,552 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $812,225 | 8,256 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $761,580 | 7,678 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $595,485 | 7,129 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $708,094 | 7,015 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $746,172 | 6,784 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,458,598 | 11,567 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,486,787 | 10,905 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,123,401 | 8,209 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,222,481 | 8,225 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,054,698 | 6,708 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,173,856 | 7,531 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,385,961 | 7,732 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,354,632 | 6,983 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,112,749 | 6,401 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $1,074,887 | 6,654 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,142,882 | 6,261 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,269,817 | 5,921 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,053,052 | 4,913 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,014,661 | 5,572 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,103,072 | 5,304 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $664,674 | 3,947 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $690,872 | 6,214 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||