SageView Advisory Group, LLC

Position in UPS — United Parcel Service Inc

CIK 1914558 NEWPORT BEACH, CA

Position in UPS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$861,075

+$90,367 QoQ

Shares Held

8,010

+2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,076

of 2,129 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

SageView Advisory Group, LLC holds $1,202,386 across 2 Integrated Freight & Logistics names. UPS ranks #1 (71.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UPS	United Parcel Service Inc This page	8,010	$861,075
2	FDX	Fedex Corp	1,090	$341,311

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$861,075	8,010	+2.2%	Shares	Sole	2026-08-10
2026-03-31	$770,708	7,834	-29.5%	Shares	Sole	2026-08-10
2025-12-31	$1,101,604	11,106	-0.2%	Shares	Sole	2026-02-17
2025-09-30	$929,104	11,123	+26.3%	Shares	Sole	2025-11-13
2025-06-30	$888,776	8,805	+6.4%	Shares	Sole	2025-08-13
2025-03-31	$910,497	8,278	+0.5%	Shares	Sole	2025-05-19
2024-12-31	$1,039,064	8,240	+0.8%	Shares	Sole	2025-02-13
2024-09-30	$1,114,443	8,174	-17.6%	Shares	Sole	2024-11-14
2024-06-30	$1,357,141	9,917	+475.6%	Shares	Sole	2024-08-15
2024-03-31	$256,089	1,723	-85.6%	Shares	Sole	2024-05-09
2023-12-31	$1,887,703	12,006	+114.7%	Shares	Sole	2024-03-06
2023-09-30	$871,779	5,593	+0.9%	Shares	Sole	2023-11-03
2023-06-30	$993,582	5,543	+19.9%	Shares	Other	2023-08-11
2023-03-31	$896,621	4,622	-7.0%	Shares	Sole	2023-05-02
2022-12-31	$863,984	4,970	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.