WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in UPS — United Parcel Service Inc
CIK 1632972
PLYMOUTH, MN
Position in UPS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$113,468,615
+$53,924,612 QoQ
Shares Held
1,055,522
+74.4% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1
of 684 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Derivatives in UPS
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$2,193,000
PutShares
20,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $234,473,834 across 11 Integrated Freight & Logistics names. UPS ranks #1 (48.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
1,055,522 | $113,468,615 | |
| 2 | FDX |
Fedex Corp
|
122,367 | $38,316,778 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
141,296 | $26,611,688 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
85,047 | $24,615,153 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
104,966 | $17,107,358 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
49,737 | $7,510,287 | |
| 7 | LSTR |
Landstar System Inc
|
21,876 | $4,524,175 | |
| 8 | GXO |
GXO Logistics, Inc.
|
25,897 | $1,312,977 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,468,615 | 1,055,522 | Shares | Sole | 2026-07-15 | |
| 2026-06-30 | $2,193,000 | 20,400 | Put | Sole | 2026-07-15 | |
| 2026-03-31 | $2,006,952 | 20,400 | Put | Sole | 2026-04-08 | |
| 2026-03-31 | $59,544,003 | 605,245 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $74,715,859 | 753,260 | Shares | Sole | 2026-01-08 | |
| 2025-12-31 | $576,194 | 5,809 | Put | Sole | 2026-01-08 | |
| 2025-09-30 | $1,687,807 | 20,206 | Put | Sole | 2025-10-29 | |
| 2025-09-30 | $61,731,175 | 739,030 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $73,518,639 | 728,340 | Shares | Sole | 2025-07-10 | |
| 2025-06-30 | $2,059,176 | 20,400 | Put | Sole | 2025-07-10 | |
| 2025-03-31 | $57,690,854 | 524,510 | Shares | Sole | 2025-04-16 | |
| 2025-03-31 | $2,485,774 | 22,600 | Put | Sole | 2025-04-16 | |
| 2024-12-31 | $2,849,860 | 22,600 | Put | Sole | 2025-03-17 | |
| 2024-12-31 | $63,817,949 | 506,090 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $2,781,336 | 20,400 | Put | Sole | 2024-10-24 | |
| 2024-09-30 | $66,050,594 | 484,455 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $54,940,211 | 401,463 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $14,863 | 100 | Put | Sole | 2024-04-15 | |
| 2024-03-31 | $54,981,804 | 369,924 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $92,748,719 | 589,892 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $92,935,461 | 596,237 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,020,863 | 67,062 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $12,184,899 | 62,812 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $8,661,404 | 49,824 | Shares | Sole | 2023-02-01 | |
| 2021-06-30 | $3,406,964 | 16,382 | Shares | Sole | 2021-08-10 | |
| 2020-06-30 | $2,446,293 | 22,003 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||