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BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in UPS — United Parcel Service Inc

CIK 1654599 MORRISTOWN, NJ

Position in UPS

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$62,350
-$3,564 QoQ
Shares Held
580
-13.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,877
of 2,129 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in UPS Over Time

Shares Held

Position Value (USD)

Position in Integrated Freight & Logistics

Industrials · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $725,775 across 5 Integrated Freight & Logistics names. UPS ranks #2 (8.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 UPS
United Parcel Service Inc
This page
580 $62,350

All Filings in UPS

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $62,350 580
2026-03-31 $65,914 670
2024-12-31 $241,859 1,918
2024-09-30 $432,606 3,173
2024-06-30 $937,285 6,849
2024-03-31 $1,151,139 7,745
2023-12-31 $2,148,547 13,665
2023-09-30 $2,214,600 14,208
2023-06-30 $3,275,614 18,274
2023-03-31 $3,948,666 20,355
2022-12-31 $3,607,701 20,753
2022-09-30 $3,559,210 22,033
2022-06-30 $4,515,857 24,739
2022-03-31 $5,521,272 25,745
2021-12-31 $5,899,065 27,522
2021-09-30 $5,032,333 27,635
2021-06-30 $6,118,685 29,421
2021-03-31 $5,217,333 30,692
2020-12-31 $5,201,707 30,889
2020-09-30 $5,129,704 30,785
2020-06-30 $3,320,057 29,862
2020-03-31 $3,092,482 33,103