Position in UPS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,118,537
-$281,508 QoQ
Shares Held
10,405
-26.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#965
of 2,129 holders
Holding Since
Dec 2020
23 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, 2026Octavia Wealth Advisors, LLC holds $1,708,473 across 2 Integrated Freight & Logistics names. UPS ranks #1 (65.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
10,405 | $1,118,537 | |
| 2 | FDX |
Fedex Corp
|
1,884 | $589,936 |
All Filings in UPS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,118,537 | 10,405 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,400,045 | 14,231 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,321,706 | 13,325 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $940,130 | 11,255 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $819,329 | 8,117 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,033,576 | 9,397 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,008,169 | 7,995 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $638,616 | 4,684 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $464,742 | 3,396 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $523,474 | 3,522 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $587,096 | 3,734 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $587,318 | 3,768 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $551,910 | 3,079 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $619,992 | 3,196 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $542,380 | 3,120 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $503,681 | 3,118 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $565,326 | 3,097 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $662,895 | 3,091 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $637,018 | 2,972 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $548,121 | 3,010 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $630,565 | 3,032 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $476,651 | 2,804 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $531,807 | 3,158 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||