OneDigital Investment Advisors LLC
Position in UPS — United Parcel Service Inc
CIK 1690370
OVERLAND PARK, KS
Position in UPS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,195,225
+$852,208 QoQ
Shares Held
57,630
+6.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#410
of 2,129 holders
Holding Since
Mar 2020
26 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, 2026OneDigital Investment Advisors LLC holds $20,255,074 across 6 Integrated Freight & Logistics names. UPS ranks #2 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBHT |
Hunt J B Transport Services Inc
|
30,818 | $8,919,653 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
57,630 | $6,195,225 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
11,805 | $2,223,353 | |
| 4 | LSTR |
Landstar System Inc
|
7,460 | $1,542,802 | |
| 5 | FDX |
Fedex Corp
|
3,590 | $1,124,136 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
1,655 | $249,905 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,195,225 | 57,630 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,343,017 | 54,310 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,392,265 | 54,363 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,894,710 | 22,683 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,777,868 | 27,520 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,167,162 | 28,795 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,170,883 | 33,076 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,570,744 | 26,190 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,745,248 | 12,753 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,732,877 | 11,659 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,732,202 | 11,017 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,443,356 | 9,260 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,893,059 | 10,561 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,047,370 | 10,554 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,607,846 | 9,249 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,342,235 | 8,309 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,163,875 | 6,376 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,270,273 | 10,586 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,655,562 | 7,724 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $1,465,905 | 8,050 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,885,040 | 9,064 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,530,249 | 9,002 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,424,327 | 8,458 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $420,740 | 2,525 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $422,817 | 3,803 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $309,593 | 3,314 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||