Position in UPS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$91,912
-$19,847 QoQ
Shares Held
855
-24.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,845
of 2,129 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $258,267 across 9 Integrated Freight & Logistics names. UPS ranks #1 (35.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
855 | $91,912 | |
| 2 | FDX |
Fedex Corp
|
260 | $81,413 | |
| 3 | FDXF |
FedEx Freight Holding Company, Inc.
|
231 | $34,881 | |
| 4 | LSTR |
Landstar System Inc
|
96 | $19,853 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
104 | $16,949 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
21 | $6,078 | |
| 7 | ZTO |
ZTO Express (Cayman) Inc.
|
145 | $3,245 | |
| 8 | CHRW |
C. H. Robinson Worldwide, Inc.
|
13 | $2,448 |
All Filings in UPS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,912 | 855 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $111,759 | 1,136 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $105,637 | 1,065 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $31,407 | 376 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $21,500 | 213 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $19,798 | 180 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $21,184 | 168 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||