Position in UPS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$278,102
+$16,608 QoQ
Shares Held
2,587
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,607
of 2,129 holders
Holding Since
Jun 2022
8 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, 2026Everhart Financial Group, Inc. holds $672,019 across 2 Integrated Freight & Logistics names. UPS ranks #2 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
1,258 | $393,917 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
2,587 | $278,102 |
All Filings in UPS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,102 | 2,587 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $261,494 | 2,658 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $269,201 | 2,714 | Shares | Sole | 2026-01-07 | |
| 2023-06-30 | $232,487 | 1,297 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $293,894 | 1,515 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $213,997 | 1,231 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $229,063 | 1,418 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $310,865 | 1,703 | Shares | Sole | 2022-07-12 | |
| No filing history on record for this holder in this stock. | ||||||