Beacon Pointe Advisors, LLC
Position in UPS — United Parcel Service Inc
CIK 1744317
NEWPORT BEACH, CA
Position in UPS
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$23,395,332
+$4,928,619 QoQ
Shares Held
217,631
+15.9% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#197
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, 2026Beacon Pointe Advisors, LLC holds $33,716,421 across 5 Integrated Freight & Logistics names. UPS ranks #1 (69.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
217,631 | $23,395,332 | |
| 2 | FDX |
Fedex Corp
|
22,814 | $7,143,747 | |
| 3 | FDXF |
FedEx Freight Holding Company, Inc.
|
10,897 | $1,645,447 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
6,122 | $997,763 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
2,836 | $534,132 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,395,332 | 217,631 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $18,466,713 | 187,708 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,698,734 | 138,106 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $15,541,174 | 186,055 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,241,246 | 81,645 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,333,612 | 75,767 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,270,853 | 41,799 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,226,482 | 60,338 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,255,849 | 67,635 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,724,843 | 72,158 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,897,505 | 50,229 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $10,584,508 | 67,906 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,986,448 | 38,976 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,397,226 | 38,132 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,772,212 | 44,709 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,243,224 | 51,029 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $9,062,015 | 49,644 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $13,758,466 | 64,154 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $5,477,244 | 25,554 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,040,257 | 33,170 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,333,726 | 30,455 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $2,861,611 | 16,834 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $4,148,870 | 24,637 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,995,287 | 23,977 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,982,403 | 26,825 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,408,305 | 15,075 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||