EverSource Wealth Advisors, LLC
Position in UPS — United Parcel Service Inc
CIK 1710537
BIRMINGHAM, AL
Position in UPS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,612,537
+$78,371 QoQ
Shares Held
16,391
+6.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $5,672,658 across 15 Integrated Freight & Logistics names. UPS ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
6,055 | $1,737,839 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
16,391 | $1,612,537 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
6,303 | $1,335,599 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,539 | $255,574 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
1,724 | $246,924 | |
| 6 | ZTO |
ZTO Express (Cayman) Inc.
|
8,729 | $219,704 | |
| 7 | LSTR |
Landstar System Inc
|
1,256 | $201,341 | |
| 8 | GXO |
GXO Logistics, Inc.
|
322 | $16,691 |
All Filings in UPS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,612,537 | 16,391 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,534,166 | 15,467 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $976,880 | 11,695 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $676,799 | 6,705 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $460,196 | 4,184 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $489,895 | 3,885 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $478,140 | 3,507 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $533,437 | 3,898 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $592,734 | 3,988 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $625,770 | 3,980 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $598,381 | 3,839 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $743,526 | 4,148 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $926,104 | 4,774 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $840,515 | 4,835 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,408,141 | 8,717 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $821,245 | 4,499 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $873,278 | 4,072 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $757,904 | 3,536 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||