Position in UPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,571,417
+$2,435,557 QoQ
Shares Held
219,269
+2.1% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#196
of 2,129 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $32,309,517 across 7 Integrated Freight & Logistics names. UPS ranks #1 (73.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
219,269 | $23,571,417 | |
| 2 | FDX |
Fedex Corp
|
12,629 | $3,954,518 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
5,438 | $1,573,919 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
8,135 | $1,532,145 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
5,531 | $835,181 | |
| 6 | LSTR |
Landstar System Inc
|
2,132 | $440,918 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
2,463 | $401,419 |
All Filings in UPS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,571,417 | 219,269 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,135,860 | 214,839 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,895,861 | 210,665 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,100,281 | 168,805 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,378,738 | 172,169 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,640,086 | 160,379 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,968,970 | 150,428 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,580,037 | 84,935 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,662,219 | 85,219 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,387,418 | 83,344 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,008,787 | 6,416 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,006,139 | 6,455 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $457,625 | 2,553 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $473,916 | 2,443 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $432,687 | 2,489 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $399,003 | 2,470 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $221,237 | 1,212 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $288,448 | 1,345 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $289,787 | 1,352 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $284,076 | 1,560 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $312,994 | 1,505 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $197,188 | 1,160 | Shares | Sole | 2021-05-24 | |
| 2020-09-30 | $224,117 | 1,345 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $152,872 | 1,375 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||