Position in UPS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$144,695
+$12,080 QoQ
Shares Held
1,346
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,810
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, 2026Capital Analysts, LLC holds $200,044 across 4 Integrated Freight & Logistics names. UPS ranks #1 (72.3% of the industry book) .
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,695 | 1,346 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $132,615 | 1,348 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $329,112 | 3,318 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $281,581 | 3,392 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $427,278 | 4,233 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $496,164 | 4,511 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $647,778 | 5,164 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $697,106 | 5,113 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $649,900 | 4,749 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $570,886 | 3,841 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $566,970 | 3,606 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $595,579 | 3,821 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $621,280 | 3,466 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $664,027 | 3,423 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $547,074 | 3,147 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $448,435 | 2,776 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $473,691 | 2,595 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $677,479 | 3,159 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $725,326 | 3,384 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $616,226 | 3,384 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $782,799 | 3,764 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $781,784 | 4,599 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $9,935 | 59 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $28,826 | 173 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $19,234 | 173 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $33,444 | 358 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||