Position in UPS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$959,760
-$22,859 QoQ
Shares Held
8,928
-10.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,025
of 2,129 holders
Holding Since
Mar 2022
9 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, 2026Aaron Wealth Advisors LLC holds $4,289,403 across 6 Integrated Freight & Logistics names. UPS ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBHT |
Hunt J B Transport Services Inc
|
5,565 | $1,610,677 | |
| 2 | UPS |
United Parcel Service Inc
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|
8,928 | $959,760 | |
| 3 | FDX |
Fedex Corp
|
2,944 | $921,854 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
2,336 | $380,721 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
1,408 | $212,608 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,082 | $203,783 |
All Filings in UPS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $959,760 | 8,928 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $982,619 | 9,988 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $973,946 | 9,819 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $552,550 | 6,615 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $305,646 | 3,028 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $215,250 | 1,957 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $320,041 | 2,538 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $280,996 | 2,061 | Shares | Sole | 2024-10-17 | |
| 2022-03-31 | $491,000 | 105,299 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||