Position in UPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,947,655
+$1,072,140 QoQ
Shares Held
83,234
+4.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#347
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, 2026Mutual Advisors, LLC holds $10,584,146 across 3 Integrated Freight & Logistics names. UPS ranks #1 (84.5% of the industry book) .
All Filings in UPS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,947,655 | 83,234 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,875,515 | 80,052 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,837,928 | 89,101 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $8,947,315 | 107,115 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,101,532 | 70,354 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,493,699 | 59,039 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $4,723,075 | 37,455 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,935,454 | 28,865 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,920,515 | 21,341 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,144,285 | 14,427 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,958,299 | 12,455 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,763,513 | 11,314 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,288,664 | 12,768 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,228,751 | 11,489 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,957,959 | 11,263 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,697,946 | 10,511 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,694,153 | 9,281 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,986,328 | 9,262 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,945,349 | 9,076 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,491,945 | 8,193 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,805,595 | 8,682 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,544,869 | 9,088 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,023,030 | 6,075 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,298,214 | 7,791 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,037,087 | 9,328 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $433,095 | 4,636 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||