Steward Partners Investment Advisory, LLC

Position in UPS — United Parcel Service Inc

CIK 1723397 STAMFORD, CT

Back to UPS Full portfolio

Position in UPS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$15,093,322

+$2,032,197 QoQ

Shares Held

140,403

+5.8% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#242

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, 2026

Steward Partners Investment Advisory, LLC holds $29,688,136 across 14 Integrated Freight & Logistics names. UPS ranks #1 (50.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	140,403	$15,093,322
2	FDX	Fedex Corp	22,953	$7,187,272
3	GXO	GXO Logistics, Inc.	37,352	$1,893,746
4	FDXF	FedEx Freight Holding Company, Inc.	10,609	$1,601,959
5	CHRW	C. H. Robinson Worldwide, Inc.	5,223	$983,699
6	JBHT	Hunt J B Transport Services Inc	2,298	$665,110
7	FWRD	Forward Air Corp	43,661	$589,860
8	HUBG	Hub Group, Inc.	12,897	$564,759

All Filings in UPS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,093,322	140,403	+5.8%	Shares	Sole	2026-08-13
2026-03-31	$13,061,125	132,762	+26.1%	Shares	Sole	2026-05-08
2025-12-31	$10,441,334	105,266	+12.8%	Shares	Sole	2026-02-12
2025-09-30	$7,796,523	93,338	+50.4%	Shares	Sole	2025-11-12
2025-06-30	$6,266,153	62,078	-14.0%	Shares	Sole	2025-08-12
2025-03-31	$7,938,418	72,174	+2.5%	Shares	Sole	2025-05-13
2024-12-31	$8,875,926	70,388	+3.4%	Shares	Sole	2025-02-06
2024-09-30	$9,281,072	68,073	+19.6%	Shares	Sole	2024-11-14
2024-06-30	$7,786,765	56,900	-12.2%	Shares	Sole	2024-08-08
2024-03-31	$9,632,858	64,811	-1.9%	Shares	Sole	2024-05-15
2023-12-31	$10,387,714	66,067	+0.6%	Shares	Sole	2024-02-12
2023-09-30	$10,239,412	65,692	+1.8%	Shares	Sole	2023-11-13
2023-06-30	$11,568,795	64,540	+3.6%	Shares	Sole	2023-08-14
2023-03-31	$12,082,085	62,282	+0.7%	Shares	Sole	2023-05-15
2022-12-31	$10,753,220	61,857	+0.3%	Shares	Sole	2023-02-15
2022-09-30	$9,963,625	61,679	-0.4%	Shares	Sole	2022-11-10
2022-06-30	$11,308,535	61,951	-4.8%	Shares	Sole	2022-08-04
2022-03-31	$13,958,772	65,088	-6.5%	Shares	Sole	2022-05-02
2021-12-31	$14,921,493	69,616	+8.3%	Shares	Sole	2022-02-08
2021-09-30	$11,704,659	64,276	+5.2%	Shares	Sole	2021-11-12
2021-06-30	$12,705,511	61,093	-13.5%	Shares	Sole	2021-08-13
2021-03-31	$12,008,093	70,640	+39.0%	Shares	Sole	2021-05-14
2020-12-31	$8,559,772	50,830	+3.5%	Shares	Sole	2021-02-11
2020-09-30	$8,185,365	49,123	+11.3%	Shares	Sole	2020-10-30
2020-06-30	$4,905,595	44,123	+33.0%	Shares	Sole	2020-08-06
2020-03-31	$3,099,488	33,178	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.