Lido Advisors, LLC

Position in UPS — United Parcel Service Inc

CIK 1650150 Los Angeles, CA

Back to UPS Full portfolio

Position in UPS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$5,634,720

+$534,505 QoQ

Shares Held

52,416

+1.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#434

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 20% Shared 0% None 80%

Common Shares in UPS Over Time

Shares Held

Position Value (USD)

Derivatives in UPS

reported options exposure · as of Jun 30, 2026

CallValue

$537,500

CallShares

5,000

PutValue

$1,827,500

PutShares

17,000

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, 2026

Lido Advisors, LLC holds $58,767,421 across 7 Integrated Freight & Logistics names. UPS ranks #3 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JBHT	Hunt J B Transport Services Inc	129,598	$37,509,548
2	FDX	Fedex Corp	30,770	$9,635,009
3	UPS	United Parcel Service Inc This page	52,416	$5,634,720
4	CHRW	C. H. Robinson Worldwide, Inc.	11,941	$2,248,967
5	FDXF	FedEx Freight Holding Company, Inc.	12,474	$1,883,574
6	EXPD	Expeditors International Of Washington Inc	8,991	$1,465,353
7	LSTR	Landstar System Inc	1,887	$390,250

All Filings in UPS

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42 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$537,500	5,000	—	Call	Sole	2026-08-07
2026-06-30	$5,634,720	52,416	+1.1%	Shares	Defined	2026-08-07
2026-06-30	$1,827,500	17,000	+54.5%	Put	Sole	2026-08-07
2026-03-31	$5,100,215	51,842	-27.1%	Shares	Defined	2026-05-13
2026-03-31	$1,082,180	11,000	-50.0%	Put	Sole	2026-05-13
2025-12-31	$2,182,180	22,000	0.0%	Put	Sole	2026-02-10
2025-12-31	$7,056,971	71,146	+3.1%	Shares	Defined	2026-02-10
2025-09-30	$5,765,490	69,023	-11.0%	Shares	Sole	2025-11-14
2025-09-30	$1,837,660	22,000	0.0%	Put	Sole	2025-11-14
2025-06-30	$7,825,575	77,527	-12.4%	Shares	Defined	2025-08-13
2025-03-31	$9,729,824	88,461	+8.9%	Shares	Defined	2025-05-15
2025-03-31	$2,419,780	22,000	-10.2%	Put	Sole	2025-05-15
2024-12-31	$3,089,450	24,500	+45.8%	Put	Sole	2025-02-14
2024-12-31	$10,245,624	81,250	+11.0%	Shares	Defined	2025-02-14
2024-09-30	$2,290,512	16,800	0.0%	Put	Sole	2024-11-14
2024-09-30	$9,978,997	73,192	+4.2%	Shares	Sole	2024-11-14
2024-06-30	$9,614,532	70,256	+1.2%	Shares	Sole	2024-08-15
2024-06-30	$2,299,080	16,800	0.0%	Put	Sole	2024-08-15
2024-03-31	$10,316,853	69,413	+6.8%	Shares	Defined	2024-05-15
2024-03-31	$2,496,984	16,800	+500.0%	Put	Sole	2024-05-15
2023-12-31	$440,244	2,800	-3.4%	Put	Sole	2024-02-14
2023-12-31	$10,215,860	64,974	+87.5%	Shares	Defined	2024-02-14
2023-09-30	$5,402,765	34,662	+4.4%	Shares	Sole	2023-11-14
2023-09-30	$452,023	2,900	+3.6%	Put	Sole	2023-11-14
2023-06-30	$501,900	2,800	+40.0%	Put	Defined	2023-08-09
2023-06-30	$5,948,949	33,188	+11.2%	Shares	Defined	2023-08-09
2023-03-31	$5,790,601	29,850	+36.0%	Shares	Defined	2023-05-15
2022-12-31	$3,816,309	21,953	+1.5%	Shares	Sole	2023-02-14
2022-09-30	$3,493,787	21,628	+11.0%	Shares	Sole	2022-11-14
2022-06-30	$3,556,244	19,482	+2.6%	Shares	Sole	2022-08-15
2022-03-31	$4,070,450	18,980	+2.3%	Shares	Sole	2022-05-17
2021-12-31	$3,978,364	18,561	+14.2%	Shares	Sole	2022-02-15
2021-09-30	$2,960,581	16,258	+23.2%	Shares	Sole	2022-02-15
2021-06-30	$2,743,540	13,192	+15.5%	Shares	Sole	2021-08-12
2021-03-31	$1,941,625	11,422	+3.4%	Shares	Sole	2021-05-13
2020-12-31	$1,859,472	11,042	-15.0%	Shares	Sole	2021-02-08
2020-09-30	$2,165,356	12,995	+17.3%	Shares	Sole	2020-11-12
2020-09-30	$333,260	2,000	0.0%	Put	Sole	2021-11-12
2020-06-30	$1,232,096	11,082	-22.3%	Shares	Sole	2020-08-12
2020-06-30	$222,360	2,000	-37.5%	Put	Sole	2021-11-12
2020-03-31	$298,944	3,200	—	Put	Sole	2021-11-12
2020-03-31	$1,331,888	14,257	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.