Position in UPS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$459,670
+$43,720 QoQ
Shares Held
4,276
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,343
of 2,129 holders
Holding Since
Dec 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, 2026JFS WEALTH ADVISORS, LLC holds $1,460,540 across 11 Integrated Freight & Logistics names. UPS ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
2,375 | $743,683 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
4,276 | $459,670 | |
| 3 | FDXF |
FedEx Freight Holding Company, Inc.
|
1,182 | $178,482 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
163 | $26,565 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
108 | $20,340 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
61 | $17,655 | |
| 7 | ZTO |
ZTO Express (Cayman) Inc.
|
187 | $4,185 | |
| 8 | LSTR |
Landstar System Inc
|
19 | $3,929 |
All Filings in UPS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,670 | 4,276 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $415,950 | 4,228 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $419,077 | 4,225 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $341,136 | 4,084 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $403,356 | 3,996 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $441,719 | 4,016 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $558,118 | 4,426 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $555,176 | 4,072 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $575,043 | 4,202 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $625,583 | 4,209 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $677,818 | 4,311 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $679,125 | 4,357 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $771,492 | 4,304 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $830,665 | 4,282 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $767,503 | 4,415 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $744,537 | 4,609 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $834,572 | 4,572 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $999,383 | 4,660 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $971,603 | 4,533 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $771,921 | 4,239 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $7,486 | 36 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $6,119 | 36 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $6,062 | 36 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||