Position in UPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,133,662
+$623,628 QoQ
Shares Held
47,755
+4.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#458
of 2,136 holders
Holding Since
Mar 2020
26 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, 2026Arkadios Wealth Advisors holds $10,016,704 across 7 Integrated Freight & Logistics names. UPS ranks #1 (51.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
47,755 | $5,133,662 | |
| 2 | FDX |
Fedex Corp
|
7,138 | $2,235,120 | |
| 3 | GXO |
GXO Logistics, Inc.
|
18,574 | $941,701 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
4,182 | $681,581 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
2,712 | $409,512 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
1,308 | $378,574 | |
| 7 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,256 | $236,554 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,133,662 | 47,755 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,510,034 | 45,843 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,041,561 | 30,664 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,725,583 | 32,630 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,938,665 | 29,113 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,045,842 | 27,692 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,203,345 | 17,473 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,049,653 | 22,368 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,440,682 | 25,142 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,852,952 | 19,195 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,963,156 | 18,846 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,074,909 | 26,143 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,938,301 | 21,971 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,268,943 | 22,006 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,792,145 | 21,814 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $3,572,618 | 22,116 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,949,617 | 21,637 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $5,661,744 | 26,400 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,730,808 | 26,737 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $4,924,530 | 27,043 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $6,017,403 | 28,934 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,443,045 | 8,489 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $578,622 | 3,436 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $224,783 | 1,349 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $212,131 | 1,908 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $186,186 | 1,993 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||