Position in UPS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,690,080
+$191,917 QoQ
Shares Held
25,024
-1.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#657
of 2,129 holders
Holding Since
Mar 2020
26 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, 2026Visionary Wealth Advisors holds $3,041,098 across 2 Integrated Freight & Logistics names. UPS ranks #1 (88.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
25,024 | $2,690,080 | |
| 2 | FDX |
Fedex Corp
|
1,121 | $351,018 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,690,080 | 25,024 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,498,163 | 25,393 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $900,942 | 9,083 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,473,094 | 89,466 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,186,221 | 71,193 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,098,094 | 64,534 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,582,771 | 60,133 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,941,421 | 80,251 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,519,323 | 62,253 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,966,699 | 60,329 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,034,453 | 51,100 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,719,305 | 49,524 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,819,100 | 49,200 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $9,322,189 | 48,055 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,092,425 | 46,551 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,111,960 | 44,026 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,613,560 | 41,709 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,284,804 | 38,631 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,598,353 | 35,450 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,328,157 | 34,751 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,530,385 | 36,209 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,165,197 | 36,268 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $6,573,662 | 39,036 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,398,592 | 38,400 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,569,164 | 41,097 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,608,160 | 38,623 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||