Position in UPS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,784,250
+$355,052 QoQ
Shares Held
25,900
+4.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#640
of 2,129 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Valeo Financial Advisors, LLC holds $6,664,870 across 2 Integrated Freight & Logistics names. UPS ranks #2 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
12,393 | $3,880,620 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
25,900 | $2,784,250 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,784,250 | 25,900 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,429,198 | 24,692 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,524,980 | 25,456 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,113,309 | 25,300 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,803,002 | 27,769 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $2,663,407 | 24,215 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,254,010 | 25,805 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,784,389 | 27,757 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,261,819 | 23,835 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,794,821 | 25,532 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,836,569 | 24,401 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $4,179,498 | 26,814 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $4,545,421 | 25,358 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $5,229,388 | 26,957 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $4,405,105 | 25,340 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,779,551 | 23,397 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $4,264,499 | 23,362 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,112,297 | 23,838 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $4,838,725 | 22,575 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $4,340,171 | 23,834 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $5,100,048 | 24,523 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $4,083,669 | 24,023 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $3,790,852 | 22,511 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,702,185 | 22,218 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $2,535,237 | 22,803 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,131,470 | 22,816 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||