Position in UPS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$55,685
+$9,545 QoQ
Shares Held
518
+10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,890
of 2,129 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Avion Wealth holds $116,499 across 7 Integrated Freight & Logistics names. UPS ranks #1 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
518 | $55,685 | |
| 2 | JBHT |
Hunt J B Transport Services Inc
|
73 | $21,128 | |
| 3 | FDX |
Fedex Corp
|
63 | $19,727 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
48 | $7,823 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
39 | $5,889 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
20 | $3,766 | |
| 7 | LSTR |
Landstar System Inc
|
12 | $2,481 |
All Filings in UPS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,685 | 518 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $46,140 | 469 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $46,520 | 469 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $36,252 | 434 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $11,406 | 113 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $56 | 451 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $56,871 | 451 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4 | 36 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,284 | 24 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $27,793 | 187 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $10,691 | 68 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $940 | 44 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $4,301 | 24 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1 | 7 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1 | 7 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,130 | 7 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,277 | 7 | Shares | Sole | 2022-08-11 | |
| 2020-12-31 | $16,503 | 98 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $16,329 | 98 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $10,784 | 97 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $9,061 | 97 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||