Position in UPS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$361,522
+$120,885 QoQ
Shares Held
3,363
+37.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,469
of 2,129 holders
Holding Since
Dec 2022
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, 2026SAX WEALTH ADVISORS, LLC holds $1,076,096 across 3 Integrated Freight & Logistics names. UPS ranks #2 (33.6% of the industry book) .
All Filings in UPS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,522 | 3,363 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $240,637 | 2,446 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $242,618 | 2,446 | Shares | Sole | 2026-01-12 | |
| 2025-06-30 | $263,150 | 2,607 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $365,386 | 3,322 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $785,476 | 6,229 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $648,024 | 4,753 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $478,427 | 3,496 | Shares | Sole | 2024-07-12 | |
| 2023-06-30 | $287,517 | 1,604 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $311,159 | 1,604 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $279,013 | 1,605 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||