Claro Advisors Inc.

Position in UPS — United Parcel Service Inc

CIK 1764386 BOSTON, MA

Position in UPS

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$315,942

-$150,674 QoQ

Shares Held

2,939

-38.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,536

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Claro Advisors Inc. holds $1,853,444 across 5 Integrated Freight & Logistics names. UPS ranks #3 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp	1,921	$601,522
2	EXPD	Expeditors International Of Washington Inc	3,273	$533,433
3	UPS	United Parcel Service Inc This page	2,939	$315,942
4	CHRW	C. H. Robinson Worldwide, Inc.	1,194	$224,877
5	PBI	Pitney Bowes Inc /De/	10,141	$177,670

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$315,942	2,939	-38.0%	Shares	Sole	2026-07-30
2026-03-31	$466,616	4,743	-2.4%	Shares	Sole	2026-04-21
2025-12-31	$481,865	4,858	+19.9%	Shares	Sole	2026-02-17
2025-09-30	$338,547	4,053	+5.3%	Shares	Sole	2025-11-12
2025-06-30	$388,619	3,850	-12.5%	Shares	Sole	2025-08-05
2025-03-31	$483,956	4,400	+20.4%	Shares	Sole	2025-05-12
2024-12-31	$461,021	3,656	-6.5%	Shares	Sole	2025-01-13
2024-09-30	$532,953	3,909	+53.8%	Shares	Sole	2024-11-07
2024-06-30	$347,872	2,542	-6.2%	Shares	Sole	2024-07-31
2024-03-31	$402,935	2,711	+10.9%	Shares	Sole	2024-04-18
2023-12-31	$384,270	2,444	-24.9%	Shares	Sole	2024-01-22
2023-09-30	$507,200	3,254	-8.1%	Shares	Sole	2023-10-10
2023-06-30	$634,903	3,542	-3.3%	Shares	Sole	2023-08-08
2023-03-31	$710,197	3,661	+0.9%	Shares	Sole	2023-04-17
2022-12-31	$630,691	3,628	+9.8%	Shares	Sole	2023-03-13
2022-09-30	$533,889	3,305	0.0%	Shares	Sole	2022-11-18
2022-06-30	$603,294	3,305	-15.4%	Shares	Sole	2022-08-12
2022-03-31	$837,895	3,907	0.0%	Shares	Sole	2022-05-16
2021-12-31	$837,426	3,907	+1.1%	Shares	Sole	2022-02-14
2021-09-30	$703,998	3,866	+4.9%	Shares	Sole	2021-11-15
2021-06-30	$766,369	3,685	+0.8%	Shares	Sole	2021-08-13
2021-03-31	$621,143	3,654	+27.5%	Shares	Sole	2021-05-17
2020-12-31	$482,634	2,866	-6.6%	Shares	Sole	2021-02-12
2020-09-30	$511,554	3,070	-6.0%	Shares	Sole	2020-11-16
2020-06-30	$363,113	3,266	+10.8%	Shares	Sole	2020-08-14
2020-03-31	$275,402	2,948	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.