Quantum Financial Advisors, LLC
Position in UPS — United Parcel Service Inc
CIK 1929139
SANTA MONICA, CA
Position in UPS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$260,580
+$20,927 QoQ
Shares Held
2,424
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,631
of 2,129 holders
Holding Since
Jun 2022
14 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, 2026Quantum Financial Advisors, LLC holds $489,791 across 2 Integrated Freight & Logistics names. UPS ranks #1 (53.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
2,424 | $260,580 | |
| 2 | FDX |
Fedex Corp
|
732 | $229,211 |
All Filings in UPS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,580 | 2,424 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $239,653 | 2,436 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $230,120 | 2,320 | Shares | Sole | 2026-01-12 | |
| 2024-12-31 | $202,768 | 1,608 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $243,230 | 1,784 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $204,043 | 1,491 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $221,607 | 1,491 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $209,115 | 1,330 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $261,082 | 1,675 | Shares | Sole | 2023-11-29 | |
| 2023-06-30 | $238,402 | 1,330 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $258,006 | 1,330 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $231,207 | 1,330 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $213,071 | 1,319 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $240,770 | 1,319 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||