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, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $725,775 across 5 Integrated Freight & Logistics names. UPS ranks #2 (8.6% of the industry book) .
All Filings in UPS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,350 | 580 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $65,914 | 670 | Shares | Sole | 2026-04-14 | |
| 2024-12-31 | $241,859 | 1,918 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $432,606 | 3,173 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $937,285 | 6,849 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,151,139 | 7,745 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,148,547 | 13,665 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,214,600 | 14,208 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,275,614 | 18,274 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,948,666 | 20,355 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,607,701 | 20,753 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $3,559,210 | 22,033 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $4,515,857 | 24,739 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $5,521,272 | 25,745 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,899,065 | 27,522 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,032,333 | 27,635 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $6,118,685 | 29,421 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $5,217,333 | 30,692 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $5,201,707 | 30,889 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $5,129,704 | 30,785 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,320,057 | 29,862 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $3,092,482 | 33,103 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||