Position in UPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$610,170
+$3,855 QoQ
Shares Held
5,676
-7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,217
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Fiduciary Group, LLC holds $1,971,771 across 3 Integrated Freight & Logistics names. UPS ranks #2 (30.9% of the industry book) .
All Filings in UPS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,170 | 5,676 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $606,315 | 6,163 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $622,218 | 6,273 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $982,981 | 11,768 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,125,783 | 11,153 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,194,491 | 10,860 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,322,284 | 10,486 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,512,964 | 11,097 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,244,650 | 9,095 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,071,622 | 7,210 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $800,457 | 5,091 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $810,991 | 5,203 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $947,874 | 5,288 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,076,256 | 5,548 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $974,373 | 5,605 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $952,278 | 5,895 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,028,430 | 5,634 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $823,311 | 3,839 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $791,986 | 3,695 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $672,859 | 3,695 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $798,604 | 3,840 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $652,761 | 3,840 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $650,024 | 3,860 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $642,691 | 3,857 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $459,951 | 4,137 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $390,682 | 4,182 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||