Position in UPS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$340,237
-$196,229 QoQ
Shares Held
3,165
-42.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,505
of 2,129 holders
Holding Since
Dec 2022
15 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, 2026Elevated Capital Advisors, LLC holds $491,093 across 6 Integrated Freight & Logistics names. UPS ranks #1 (69.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
3,165 | $340,237 | |
| 2 | CHRW |
C. H. Robinson Worldwide, Inc.
|
773 | $145,586 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
15 | $2,444 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
6 | $1,736 | |
| 5 | FDX |
Fedex Corp
|
3 | $939 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
1 | $151 |
All Filings in UPS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,237 | 3,165 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $536,466 | 5,453 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $465,796 | 4,696 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $424,081 | 5,077 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $488,852 | 4,843 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $532,681 | 4,843 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $612,215 | 4,855 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $605,076 | 4,438 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $557,526 | 4,074 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $517,381 | 3,481 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $494,173 | 3,143 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $415,549 | 2,666 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $469,276 | 2,618 | Shares | Sole | 2023-08-18 | |
| 2023-03-31 | $471,201 | 2,429 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $415,477 | 2,390 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||