Position in UPS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,987
-$391 QoQ
Shares Held
65
-13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,046
of 2,129 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $299,252 across 9 Integrated Freight & Logistics names. UPS ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXPD |
Expeditors International Of Washington Inc
|
1,152 | $187,752 | |
| 2 | CHRW |
C. H. Robinson Worldwide, Inc.
|
221 | $41,623 | |
| 3 | FDX |
Fedex Corp
|
110 | $34,444 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
42 | $12,156 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
49 | $7,399 | |
| 6 | UPS |
United Parcel Service Inc
This page
|
65 | $6,987 | |
| 7 | LSTR |
Landstar System Inc
|
18 | $3,722 | |
| 8 | ZTO |
ZTO Express (Cayman) Inc.
|
154 | $3,446 |
All Filings in UPS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,987 | 65 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,378 | 75 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $12,398 | 125 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $5,345 | 64 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $23,014 | 228 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $19,798 | 180 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $11,222 | 89 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $15,133 | 111 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $19,569 | 143 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $24,523 | 165 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $24,685 | 157 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $30,082 | 193 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $35,670 | 199 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $48,109 | 248 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $41,373 | 238 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $37,638 | 233 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $37,968 | 208 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $40,938 | 191 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $33,870 | 186 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||