Position in UPS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$338,732
-$27,536 QoQ
Shares Held
3,151
-15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,509
of 2,129 holders
Holding Since
Mar 2023
13 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, 2026RIA Advisory Group LLC holds $564,498 across 2 Integrated Freight & Logistics names. UPS ranks #1 (60.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
3,151 | $338,732 | |
| 2 | FDX |
Fedex Corp
|
721 | $225,766 |
All Filings in UPS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,732 | 3,151 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $366,268 | 3,723 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $364,721 | 3,677 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $314,156 | 3,761 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $2,427,808 | 24,052 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $273,655 | 2,488 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $309,449 | 2,454 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $284,541 | 2,087 | Shares | Sole | 2024-11-06 | |
| 2024-03-31 | $305,286 | 2,054 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,817,404 | 17,919 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $310,804 | 1,994 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $357,424 | 1,994 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $386,816 | 1,994 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||