Position in UPS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,727,167
+$237,367 QoQ
Shares Held
25,369
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#653
of 2,129 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $3,254,477 across 2 Integrated Freight & Logistics names. UPS ranks #1 (83.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
25,369 | $2,727,167 | |
| 2 | FDX |
Fedex Corp
|
1,684 | $527,310 |
All Filings in UPS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,727,167 | 25,369 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $2,489,800 | 25,308 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $2,501,670 | 25,221 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,016,914 | 24,146 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $2,626,862 | 26,024 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $2,703,554 | 24,580 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $3,099,411 | 24,579 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $3,296,427 | 24,178 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $3,334,349 | 24,365 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $3,599,521 | 24,218 | Shares | Other | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||