CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in UPS — United Parcel Service Inc
CIK 1766904
RICHMOND, VA
Position in UPS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$191,455
+$46,151 QoQ
Shares Held
1,781
+20.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,794
of 2,129 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $835,798 across 4 Integrated Freight & Logistics names. UPS ranks #2 (22.9% of the industry book) .
All Filings in UPS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $191,455 | 1,781 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $145,304 | 1,477 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $97,202 | 980 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $78,098 | 935 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $122,435 | 1,213 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $178,179 | 1,620 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $147,157 | 1,167 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $5,931,196 | 43,503 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $5,272,827 | 38,530 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $5,455,162 | 36,703 | Shares | Other | 2024-04-30 | |
| 2023-12-31 | $5,834,331 | 37,107 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $5,654,649 | 36,278 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,357,531 | 18,731 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $3,644,296 | 18,786 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,359,458 | 19,325 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,131,291 | 19,384 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,298,132 | 18,068 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,424,255 | 11,304 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,641,097 | 12,322 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,215,974 | 12,169 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,571,133 | 12,363 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $964,863 | 5,676 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,556,990 | 38,937 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,500,669 | 9,006 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||