Position in UPS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$578,887
+$53,243 QoQ
Shares Held
5,385
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,243
of 2,129 holders
Holding Since
Mar 2020
25 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, 2026Legacy Advisors, LLC holds $814,673 across 2 Integrated Freight & Logistics names. UPS ranks #1 (71.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
5,385 | $578,887 | |
| 2 | FDX |
Fedex Corp
|
753 | $235,786 |
All Filings in UPS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $578,887 | 5,385 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $525,644 | 5,343 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $519,358 | 5,236 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $414,475 | 4,962 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $1,241,347 | 11,286 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,488,106 | 11,801 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,606,357 | 11,782 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,614,830 | 11,800 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,875,116 | 12,616 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,790,675 | 17,749 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,696,924 | 23,718 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,486,663 | 30,609 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $6,171,791 | 31,815 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $5,197,120 | 29,896 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,246,240 | 26,286 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,974,625 | 21,774 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $4,188,189 | 19,529 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,074,272 | 5,012 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $926,342 | 5,087 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,049,832 | 5,048 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,123,633 | 6,610 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,109,756 | 6,590 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $1,147,080 | 6,884 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $728,229 | 6,550 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $775,946 | 8,306 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||