Position in UPS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$41,047,262
+$5,360,016 QoQ
Shares Held
381,835
+5.3% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#13
of 883 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Kestra Advisory Services, LLC holds $66,454,351 across 7 Integrated Freight & Logistics names. UPS ranks #1 (61.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
381,835 | $41,047,262 | |
| 2 | FDX |
Fedex Corp
|
46,639 | $14,604,070 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
15,307 | $4,430,305 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
20,857 | $3,149,407 | |
| 5 | PBI |
Pitney Bowes Inc /De/
|
107,891 | $1,890,250 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
5,368 | $1,011,009 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
1,976 | $322,048 |
All Filings in UPS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,047,262 | 381,835 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $35,687,246 | 362,749 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $32,408,547 | 326,732 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,309,422 | 302,998 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,186,624 | 229,707 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $15,919,952 | 144,740 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $19,840,447 | 157,339 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $23,940,758 | 175,596 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $23,340,041 | 170,552 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $18,725,150 | 125,985 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,253,336 | 103,373 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,093,265 | 103,248 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $22,462,893 | 125,316 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $21,716,404 | 111,946 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $22,466,212 | 129,235 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $24,455,863 | 151,392 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $25,926,703 | 142,033 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $21,796,427 | 101,634 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $23,273,680 | 108,583 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $16,388,089 | 89,995 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $20,257,941 | 97,408 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $17,483,811 | 102,852 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $20,917,637 | 124,214 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $13,253,083 | 79,536 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||