Position in UPS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$5,053,037
+$875,232 QoQ
Shares Held
47,005
+10.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#459
of 2,129 holders
Holding Since
Mar 2020
25 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, 2026Dynamic Advisor Solutions LLC holds $5,836,801 across 2 Integrated Freight & Logistics names. UPS ranks #1 (86.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
47,005 | $5,053,037 | |
| 2 | FDX |
Fedex Corp
|
2,503 | $783,764 |
All Filings in UPS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,053,037 | 47,005 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $4,177,805 | 42,466 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,232,667 | 22,509 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,980,746 | 23,713 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,045,044 | 20,260 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,369,514 | 21,543 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $3,070,649 | 22,522 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $3,061,608 | 22,372 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,831,996 | 19,054 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $3,114,883 | 19,811 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,913,989 | 18,695 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,123,072 | 17,423 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,719,157 | 14,017 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,165,351 | 12,456 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,840,748 | 11,395 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,022,360 | 11,079 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,935,501 | 9,025 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,899,481 | 8,862 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,756,172 | 9,644 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,924,554 | 9,254 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,242,966 | 7,312 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,957,313 | 11,623 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,716,955 | 10,304 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $950,811 | 8,552 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $727,741 | 7,790 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||