Position in UPS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$845,057
+$56,345 QoQ
Shares Held
7,861
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,085
of 2,129 holders
Holding Since
Sep 2024
8 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, 2026Net Worth Advisory Group holds $2,397,484 across 4 Integrated Freight & Logistics names. UPS ranks #2 (35.2% of the industry book) .
All Filings in UPS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $845,057 | 7,861 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $788,712 | 8,017 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $800,760 | 8,073 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $375,049 | 4,490 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $465,535 | 4,612 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $486,705 | 4,425 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $560,262 | 4,443 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $611,893 | 4,488 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||