Position in UPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,655,792
-$6,780,620 QoQ
Shares Held
80,519
-48.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#352
of 2,129 holders
Holding Since
Dec 2023
11 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, 2026World Investment Advisors holds $14,033,529 across 5 Integrated Freight & Logistics names. UPS ranks #1 (61.7% of the industry book) .
All Filings in UPS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,655,792 | 80,519 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,436,412 | 156,906 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $15,576,103 | 157,033 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $6,563,536 | 78,577 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,200,996 | 21,805 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,179,781 | 19,818 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,473,576 | 19,616 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,409,808 | 17,675 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,346,467 | 9,839 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $990,173 | 6,662 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,081,270 | 6,877 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||