Position in UPS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$662,092
+$52,333 QoQ
Shares Held
6,159
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#1,181
of 2,129 holders
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Ipsen Advisor Group LLC holds $1,812,286 across 2 Integrated Freight & Logistics names. UPS ranks #2 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBHT |
Hunt J B Transport Services Inc
|
3,974 | $1,150,194 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
6,159 | $662,092 |
All Filings in UPS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $662,092 | 6,159 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $609,759 | 6,198 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $562,407 | 5,670 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $465,679 | 5,575 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $472,298 | 4,679 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $466,137 | 4,238 | Shares | Sole | 2025-04-15 | |
| 2022-12-31 | $397,050 | 2,284 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||