NAPLES GLOBAL ADVISORS, LLC

Position in UPS — United Parcel Service Inc

CIK 1582151 NAPLES, FL

Position in UPS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,493,177

+$777,562 QoQ

Shares Held

41,797

+10.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#495

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

NAPLES GLOBAL ADVISORS, LLC holds $8,127,207 across 4 Integrated Freight & Logistics names. UPS ranks #1 (55.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	41,797	$4,493,177
2	EXPD	Expeditors International Of Washington Inc	13,319	$2,170,730
3	FDX	Fedex Corp	3,768	$1,179,873
4	FDXF	FedEx Freight Holding Company, Inc.	1,877	$283,427

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,493,177	41,797	+10.7%	Shares	Sole	2026-07-23
2026-03-31	$3,715,615	37,768	-1.4%	Shares	Sole	2026-04-20
2025-12-31	$3,799,373	38,304	-9.0%	Shares	Sole	2026-02-04
2025-09-30	$3,517,197	42,107	-10.7%	Shares	Sole	2025-10-30
2025-06-30	$4,761,137	47,168	-5.5%	Shares	Sole	2025-07-18
2025-03-31	$5,487,621	49,892	+4.4%	Shares	Sole	2025-04-10
2024-12-31	$6,027,327	47,798	+2.6%	Shares	Sole	2025-01-29
2024-09-30	$6,349,490	46,571	+3.3%	Shares	Sole	2024-10-24
2024-06-30	$6,167,008	45,064	+3.8%	Shares	Sole	2024-07-18
2024-03-31	$6,451,879	43,409	+1.4%	Shares	Sole	2024-04-29
2023-12-31	$6,729,129	42,798	+11.7%	Shares	Sole	2024-01-11
2023-09-30	$5,972,782	38,319	+2.4%	Shares	Sole	2023-10-16
2023-06-30	$6,706,638	37,415	+0.6%	Shares	Sole	2023-07-17
2023-03-31	$7,212,354	37,179	-0.2%	Shares	Sole	2023-04-17
2022-12-31	$6,479,364	37,272	+1.9%	Shares	Sole	2023-04-17
2022-09-30	$5,907,679	36,571	+3.6%	Shares	Sole	2022-10-20
2022-06-30	$6,442,019	35,291	+9.8%	Shares	Sole	2022-08-11
2022-03-31	$6,895,746	32,154	+1.3%	Shares	Sole	2022-04-28
2021-12-31	$6,804,223	31,745	+1.3%	Shares	Sole	2022-02-04
2021-09-30	$5,705,375	31,331	+4.2%	Shares	Sole	2021-10-29
2021-06-30	$6,250,538	30,055	+1.1%	Shares	Sole	2021-08-06
2021-03-31	$5,055,842	29,742	+2.4%	Shares	Sole	2021-05-10
2020-12-31	$4,890,841	29,043	-0.2%	Shares	Sole	2021-02-08
2020-09-30	$4,848,766	29,099	-0.8%	Shares	Sole	2020-10-26
2020-06-30	$3,261,465	29,335	+5.0%	Shares	Sole	2020-08-04
2020-03-31	$2,610,061	27,939	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.