Position in UPS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,652,602
+$1,078,163 QoQ
Shares Held
71,187
+6.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#374
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, 2026Independent Advisor Alliance holds $12,820,264 across 7 Integrated Freight & Logistics names. UPS ranks #1 (59.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
71,187 | $7,652,602 | |
| 2 | FDX |
Fedex Corp
|
7,167 | $2,244,202 | |
| 3 | GXO |
GXO Logistics, Inc.
|
21,923 | $1,111,495 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
3,380 | $636,589 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
3,668 | $597,809 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
3,362 | $507,662 | |
| 7 | SERV |
Serve Robotics Inc. /DE/
|
10,624 | $69,905 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,652,602 | 71,187 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,574,439 | 66,827 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,503,788 | 65,569 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,370,728 | 64,297 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,231,101 | 41,917 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,332,176 | 39,387 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,833,133 | 46,258 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,240,499 | 38,437 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,325,891 | 46,225 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,438,005 | 63,500 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $10,547,460 | 67,083 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $10,630,022 | 68,198 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $12,563,274 | 70,088 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $14,312,388 | 73,779 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,816,527 | 73,726 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $12,892,022 | 79,807 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $14,863,136 | 81,424 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $18,961,480 | 88,415 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $15,530,647 | 72,458 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $13,343,013 | 73,273 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $14,647,742 | 70,432 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $12,263,758 | 72,144 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $11,163,741 | 66,293 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $10,382,215 | 62,307 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $3,459,032 | 31,112 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,891,722 | 30,954 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||