Position in UPS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$266,277
+$24,164 QoQ
Shares Held
2,477
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,621
of 2,129 holders
Holding Since
Sep 2020
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, 2026Fortis Group Advisors, LLC holds $285,708 across 3 Integrated Freight & Logistics names. UPS ranks #1 (93.2% of the industry book) .
All Filings in UPS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,277 | 2,477 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $242,113 | 2,461 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,682,261 | 16,960 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,418,756 | 16,985 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $25,235 | 250 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $270,684 | 2,461 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $310,332 | 2,461 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $336,350 | 2,467 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $337,334 | 2,465 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $366,223 | 2,464 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $427,507 | 2,719 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $384,842 | 2,469 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $396,321 | 2,211 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $430,463 | 2,219 | Shares | Sole | 2023-05-26 | |
| 2020-09-30 | $703,511 | 4,222 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||