Position in UPS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,473,932
+$921,135 QoQ
Shares Held
13,711
+144.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#869
of 2,136 holders
Holding Since
Sep 2020
24 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, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $6,659,429 across 7 Integrated Freight & Logistics names. UPS ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
7,136 | $2,234,495 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
13,711 | $1,473,932 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
4,658 | $1,348,164 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
3,260 | $613,988 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
2,968 | $448,168 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
1,961 | $319,603 | |
| 7 | LSTR |
Landstar System Inc
|
1,069 | $221,079 |
All Filings in UPS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,473,932 | 13,711 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $552,797 | 5,619 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $575,500 | 5,802 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $275,398 | 3,297 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $401,539 | 3,978 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $531,471 | 4,832 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $527,602 | 4,184 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $668,747 | 4,905 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $735,158 | 5,372 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $807,209 | 5,431 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $551,405 | 3,507 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $591,370 | 3,794 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $750,878 | 4,189 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,263,281 | 11,667 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $2,274,522 | 13,084 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,037,665 | 12,614 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $2,132,432 | 11,682 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $2,459,427 | 11,468 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,340,807 | 10,921 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,804,975 | 9,912 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $2,078,868 | 9,996 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,618,644 | 9,522 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,629,606 | 9,677 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $281,104 | 1,687 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||