Sowell Financial Services LLC

Position in UPS — United Parcel Service Inc

CIK 1633697 NORTH LITTLE ROCK, AR

Position in UPS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$8,493,037

+$852,552 QoQ

Shares Held

79,005

+1.7% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#358

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

Sowell Financial Services LLC holds $12,054,667 across 4 Integrated Freight & Logistics names. UPS ranks #1 (70.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	79,005	$8,493,037
2	FDX	Fedex Corp	7,244	$2,268,313
3	CHRW	C. H. Robinson Worldwide, Inc.	5,157	$971,269
4	EXPD	Expeditors International Of Washington Inc	1,976	$322,048

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,493,037	79,005	+1.7%	Shares	Sole	2026-07-20
2026-03-31	$7,640,485	77,663	-6.1%	Shares	Sole	2026-04-20
2025-12-31	$8,199,640	82,666	+2.5%	Shares	Sole	2026-01-21
2025-09-30	$6,738,949	80,677	+0.2%	Shares	Sole	2025-10-17
2025-06-30	$8,126,578	80,509	+8.4%	Shares	Sole	2025-07-14
2025-03-31	$8,169,067	74,271	+11.5%	Shares	Sole	2025-04-17
2024-12-31	$8,401,916	66,629	+0.3%	Shares	Sole	2025-02-07
2024-09-30	$9,054,748	66,413	+17.4%	Shares	Sole	2024-10-04
2024-06-30	$7,744,752	56,593	+2.8%	Shares	Sole	2024-08-13
2024-03-31	$8,179,554	55,033	-0.4%	Shares	Sole	2024-05-03
2023-12-31	$8,684,599	55,235	-22.4%	Shares	Sole	2024-01-24
2023-09-30	$11,101,373	71,222	+11.6%	Shares	Sole	2023-11-08
2023-06-30	$11,442,065	63,833	+74.6%	Shares	Sole	2023-08-14
2023-03-31	$7,092,274	36,560	-47.3%	Shares	Sole	2023-05-12
2022-12-31	$12,063,974	69,397	+3.5%	Shares	Sole	2023-02-09
2022-09-30	$10,829,480	67,039	-1.9%	Shares	Sole	2022-11-15
2022-06-30	$12,475,331	68,343	+361.2%	Shares	Sole	2022-08-15
2022-03-31	$3,177,868	14,818	-76.8%	Shares	Sole	2022-05-13
2021-12-31	$13,690,324	63,872	+12.1%	Shares	Sole	2022-02-09
2021-09-30	$10,371,323	56,954	+3.0%	Shares	Sole	2021-11-04
2021-06-30	$11,504,692	55,319	-35.6%	Shares	Sole	2021-08-05
2021-03-31	$14,601,631	85,897	+10.2%	Shares	Sole	2021-05-07
2020-12-31	$13,120,549	77,913	-4.0%	Shares	Sole	2021-01-13
2020-09-30	$13,524,857	81,167	+1.7%	Shares	Sole	2020-11-12
2020-06-30	$8,870,385	79,784	+26.0%	Shares	Sole	2020-08-13
2020-03-31	$5,915,447	63,321	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.