Position in UPS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$489,985
-$56,301 QoQ
Shares Held
4,558
-30.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,307
of 2,129 holders
Holding Since
Jun 2025
3 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, 2026New Age Alpha Advisors, LLC holds $10,486,159 across 7 Integrated Freight & Logistics names. UPS ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBHT |
Hunt J B Transport Services Inc
|
18,280 | $5,290,780 | |
| 2 | GXO |
GXO Logistics, Inc.
|
31,862 | $1,615,403 | |
| 3 | FDX |
Fedex Corp
|
5,122 | $1,603,851 | |
| 4 | FWRD |
Forward Air Corp
|
63,100 | $852,481 | |
| 5 | UPS |
United Parcel Service Inc
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|
4,558 | $489,985 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
2,501 | $407,612 | |
| 7 | FDXF |
FedEx Freight Holding Company, Inc.
|
1,497 | $226,047 |
All Filings in UPS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,985 | 4,558 | Shares | Sole | 2026-08-13 | |
| 2025-09-30 | $546,286 | 6,540 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $676,499 | 6,702 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||