Position in UPS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$628,875
+$53,352 QoQ
Shares Held
5,850
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,202
of 2,129 holders
Holding Since
Dec 2021
18 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, 2026Alan B Lancz & Associates, Inc. holds $1,145,539 across 2 Integrated Freight & Logistics names. UPS ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
5,850 | $628,875 | |
| 2 | FDX |
Fedex Corp
|
1,650 | $516,664 |
All Filings in UPS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,875 | 5,850 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $575,523 | 5,850 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $631,840 | 6,370 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $532,086 | 6,370 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $642,987 | 6,370 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $700,636 | 6,370 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $803,257 | 6,370 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $923,021 | 6,770 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $926,474 | 6,770 | Shares | Sole | 2024-07-24 | |
| 2023-12-31 | $1,095,893 | 6,970 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,133,174 | 7,270 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,330,035 | 7,420 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,439,405 | 7,420 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,289,892 | 7,420 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,198,626 | 7,420 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,354,446 | 7,420 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,730,692 | 8,070 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,729,723 | 8,070 | Shares | Sole | 2022-04-13 | |
| No filing history on record for this holder in this stock. | ||||||