Herold Advisors, Inc.

Position in UPS — United Parcel Service Inc

CIK 1891713 New York, NY

Position in UPS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$682,840

+$84,001 QoQ

Shares Held

6,352

+4.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,169

of 2,129 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Herold Advisors, Inc. holds $1,090,290 across 2 Integrated Freight & Logistics names. UPS ranks #1 (62.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UPS	United Parcel Service Inc This page	6,352	$682,840
2	EXPD	Expeditors International Of Washington Inc	2,500	$407,450

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$682,840	6,352	+4.4%	Shares	Sole	2026-07-22
2026-03-31	$598,839	6,087	+5.2%	Shares	Sole	2026-05-15
2025-12-31	$573,814	5,785	+16.8%	Shares	Sole	2026-02-17
2025-09-30	$413,640	4,952	-1.4%	Shares	Sole	2025-11-13
2025-06-30	$507,021	5,023	+38.7%	Shares	Sole	2025-08-14
2025-03-31	$398,383	3,622	+33.5%	Shares	Sole	2025-05-13
2024-12-31	$342,235	2,714	-7.9%	Shares	Sole	2025-02-14
2024-09-30	$401,930	2,948	+41.5%	Shares	Sole	2024-11-14
2024-06-30	$285,058	2,083	+12.0%	Shares	Sole	2024-07-24
2024-03-31	$276,303	1,859	-65.9%	Shares	Sole	2024-05-10
2023-12-31	$856,746	5,449	-14.2%	Shares	Sole	2024-02-02
2023-09-30	$989,774	6,350	+13.8%	Shares	Sole	2023-11-08
2023-06-30	$1,000,394	5,581	+12.1%	Shares	Sole	2023-07-17
2023-03-31	$965,488	4,977	+82.3%	Shares	Sole	2023-04-19
2022-12-31	$474,583	2,730	+57.9%	Shares	Sole	2023-02-14
2022-09-30	$279,302	1,729	-5.5%	Shares	Sole	2022-11-08
2022-06-30	$333,865	1,829	+13.3%	Shares	Sole	2022-07-15
2022-03-31	$346,138	1,614	+136.0%	Shares	Sole	2022-05-09
2021-09-30	$124,556	684	—	Shares	Sole	2021-11-03
No filing history on record for this holder in this stock.