Position in UPS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,215,502
-$56,649 QoQ
Shares Held
11,307
-12.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#941
of 2,129 holders
Holding Since
Dec 2020
23 quarters on record
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $1,362,223 across 5 Integrated Freight & Logistics names. UPS ranks #1 (89.2% of the industry book) .
All Filings in UPS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,215,502 | 11,307 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,272,151 | 12,931 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,225,790 | 12,358 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $760,457 | 9,104 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $777,439 | 7,702 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $521,792 | 4,744 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $547,147 | 4,339 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $540,315 | 3,963 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $324,334 | 2,370 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $302,907 | 2,038 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $312,101 | 1,985 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $318,286 | 2,042 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $336,810 | 1,879 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $363,537 | 1,874 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $322,299 | 1,854 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $359,426 | 2,225 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $455,254 | 2,494 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $546,015 | 2,546 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $565,000 | 2,636 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $474,188 | 2,604 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $530,115 | 2,549 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $432,794 | 2,546 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $358,692 | 2,130 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||