Soltis Investment Advisors LLC
Position in UPS — United Parcel Service Inc
CIK 1802530
ST. GEORGE, UT
Position in UPS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$7,913,612
+$1,042,261 QoQ
Shares Held
73,615
+5.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#369
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Soltis Investment Advisors LLC holds $10,500,405 across 5 Integrated Freight & Logistics names. UPS ranks #1 (75.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
73,615 | $7,913,612 | |
| 2 | FDX |
Fedex Corp
|
2,523 | $790,026 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
4,689 | $764,213 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
2,747 | $517,369 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
1,780 | $515,185 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,913,612 | 73,615 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $6,871,351 | 69,845 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,293,307 | 63,447 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $5,082,967 | 60,852 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,232,010 | 41,926 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,078,979 | 37,085 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,985,138 | 31,603 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,578,297 | 33,580 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $4,360,177 | 31,861 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,577,358 | 30,797 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $4,532,311 | 28,826 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,040,212 | 32,336 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,525,919 | 30,828 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,029,246 | 41,390 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,143,128 | 23,833 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,319,000 | 20,546 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,164,741 | 11,859 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,081,334 | 9,705 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,777,735 | 8,294 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,424,022 | 7,820 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,563,310 | 7,517 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,558,808 | 9,170 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,324,466 | 7,865 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,448,681 | 8,694 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $974,492 | 8,765 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $527,449 | 5,646 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||