Position in UPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$241,767
+$62,913 QoQ
Shares Held
2,249
+23.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,682
of 2,129 holders
Holding Since
Mar 2020
26 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, 2026Heritage Wealth Advisors holds $386,482 across 2 Integrated Freight & Logistics names. UPS ranks #1 (62.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
2,249 | $241,767 | |
| 2 | JBHT |
Hunt J B Transport Services Inc
|
500 | $144,715 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,767 | 2,249 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $178,854 | 1,818 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $194,114 | 1,957 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $161,129 | 1,929 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $223,985 | 2,219 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $375,505 | 3,414 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $467,452 | 3,707 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $503,912 | 3,696 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $524,272 | 3,831 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $831,436 | 5,594 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $1,108,943 | 7,053 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $978,551 | 6,278 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $931,383 | 5,196 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $1,007,972 | 5,196 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $904,141 | 5,201 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $792,353 | 4,905 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $895,176 | 4,904 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $802,294 | 3,741 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $803,560 | 3,749 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $593,281 | 3,258 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $717,288 | 3,449 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $586,295 | 3,449 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $580,811 | 3,449 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $567,875 | 3,408 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $389,463 | 3,503 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $327,156 | 3,502 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||