Position in UPS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,461,785
+$86,729 QoQ
Shares Held
13,598
-2.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#871
of 2,129 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $10,843,035 across 5 Integrated Freight & Logistics names. UPS ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
22,357 | $7,000,647 | |
| 2 | FDXF |
FedEx Freight Holding Company, Inc.
|
10,712 | $1,617,512 | |
| 3 | UPS |
United Parcel Service Inc
This page
|
13,598 | $1,461,785 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
1,503 | $435,013 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
2,013 | $328,078 |
All Filings in UPS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,461,785 | 13,598 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,375,056 | 13,977 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $1,575,731 | 15,886 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,214,859 | 14,544 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,900,498 | 18,828 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,463,526 | 13,306 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,729,713 | 13,717 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,380,987 | 10,129 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,301,306 | 9,509 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,317,010 | 8,861 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,106,270 | 7,036 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,314,451 | 8,433 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,002,366 | 5,592 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $834,738 | 4,303 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,361,268 | 13,583 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,550,904 | 28,172 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $4,534,476 | 24,841 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $625,365 | 2,916 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $321,938 | 1,502 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $318,857 | 1,751 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $345,230 | 1,660 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $288,133 | 1,695 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $292,510 | 1,737 | Shares | Sole | 2021-02-10 | |
| 2020-03-31 | $1,883,814 | 20,165 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||