EXENCIAL WEALTH ADVISORS, LLC

Position in UPS — United Parcel Service Inc

CIK 1576151 OKLAHOMA CITY, OK

Position in UPS

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$2,004,295

+$43,210 QoQ

Shares Held

20,373

+3.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Industrials · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $5,304,989 across 4 Integrated Freight & Logistics names. UPS ranks #2 (37.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp	8,070	$2,316,238
2	UPS	United Parcel Service Inc This page	20,373	$2,004,295
3	JBHT	Hunt J B Transport Services Inc	2,598	$550,516
4	CHRW	C. H. Robinson Worldwide, Inc.	2,613	$433,940

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,004,295	20,373	+3.0%	Shares	Sole	2026-04-28
2025-12-31	$1,961,085	19,771	+1.5%	Shares	Sole	2026-01-30
2025-09-30	$1,626,746	19,475	+3.8%	Shares	Sole	2025-10-27
2025-06-30	$1,893,129	18,755	+39.3%	Shares	Sole	2025-07-30
2025-03-31	$1,480,355	13,459	-2.0%	Shares	Sole	2025-05-09
2024-12-31	$1,731,983	13,735	-3.5%	Shares	Sole	2025-02-06
2024-09-30	$1,940,799	14,235	-6.0%	Shares	Sole	2024-10-31
2024-06-30	$2,073,140	15,149	-8.9%	Shares	Sole	2024-08-12
2024-03-31	$2,472,460	16,635	-2.8%	Shares	Sole	2024-05-10
2023-12-31	$2,691,148	17,116	+1.6%	Shares	Sole	2024-02-13
2023-09-30	$2,625,006	16,841	-10.9%	Shares	Sole	2023-11-08
2023-06-30	$3,387,645	18,899	+6.3%	Shares	Sole	2023-08-10
2023-03-31	$3,449,724	17,783	+6.2%	Shares	Sole	2023-05-02
2022-12-31	$2,910,776	16,744	+12.0%	Shares	Sole	2023-02-14
2022-09-30	$2,414,053	14,944	+4.5%	Shares	Sole	2022-11-08
2022-06-30	$2,610,504	14,301	-0.6%	Shares	Sole	2022-08-11
2022-03-31	$3,085,007	14,385	-1.6%	Shares	Sole	2022-05-12
2021-12-31	$3,133,865	14,621	+6.6%	Shares	Sole	2022-02-10
2021-09-30	$2,498,594	13,721	+7.9%	Shares	Sole	2021-11-04
2021-06-30	$2,644,754	12,717	-9.1%	Shares	Sole	2021-08-16
2021-03-31	$2,377,139	13,984	+9.0%	Shares	Sole	2021-05-06
2020-12-31	$2,159,898	12,826	-47.9%	Shares	Sole	2021-02-11
2020-09-30	$4,102,930	24,623	+51.6%	Shares	Sole	2020-11-13
2020-06-30	$1,805,785	16,242	—	Shares	Sole	2020-08-17
No filing history on record for this holder in this stock.