GREAT VALLEY ADVISOR GROUP, INC.
Position in UPS — United Parcel Service Inc
CIK 1769897
WILMINGTON, DE
Position in UPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,327,840
+$82,055 QoQ
Shares Held
12,352
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#907
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $3,087,903 across 3 Integrated Freight & Logistics names. UPS ranks #2 (43.0% of the industry book) .
All Filings in UPS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,327,840 | 12,352 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,245,785 | 12,663 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,288,874 | 12,994 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $988,911 | 11,839 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,049,876 | 10,401 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,311,520 | 11,924 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,581,798 | 12,544 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $2,869,684 | 21,048 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,749,516 | 34,706 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,029,988 | 13,658 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $6,028,827 | 38,344 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,075,656 | 38,979 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $6,201,691 | 34,598 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,951,807 | 30,681 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,632,980 | 15,146 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,609,678 | 16,155 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,939,076 | 16,101 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,112,029 | 14,511 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,815,570 | 13,136 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,390,244 | 13,126 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,684,060 | 12,906 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,169,072 | 12,760 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $2,319,373 | 13,773 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,259,169 | 13,558 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,475,025 | 13,267 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,176,811 | 12,597 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||