Position in UPS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$232,307
+$3,869 QoQ
Shares Held
2,161
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,701
of 2,129 holders
Holding Since
Sep 2023
11 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, 2026Allegheny Financial Group holds $928,081 across 2 Integrated Freight & Logistics names. UPS ranks #2 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
2,222 | $695,774 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
2,161 | $232,307 |
All Filings in UPS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,307 | 2,161 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $228,438 | 2,322 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $227,442 | 2,293 | Shares | Sole | 2026-02-02 | |
| 2025-06-30 | $241,852 | 2,396 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $262,986 | 2,391 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $303,774 | 2,409 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $333,487 | 2,446 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $331,313 | 2,421 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $361,170 | 2,430 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $381,754 | 2,428 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $378,140 | 2,426 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||