Position in UPS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$148,135
+$112,059 QoQ
Shares Held
1,378
+320.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,807
of 2,129 holders
Holding Since
Mar 2020
22 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, 2026WEST PACES ADVISORS INC. holds $218,366 across 5 Integrated Freight & Logistics names. UPS ranks #1 (67.8% of the industry book) .
All Filings in UPS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,135 | 1,378 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $36,076 | 328 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $226,349 | 1,795 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $273,361 | 2,005 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $390,980 | 2,857 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $456,442 | 3,071 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $535,997 | 3,409 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $678,969 | 4,356 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $786,190 | 4,386 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $906,127 | 4,671 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $804,010 | 4,625 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $724,668 | 4,486 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $757,723 | 4,151 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $848,618 | 3,957 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $585,576 | 2,732 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $425,021 | 2,334 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $366,443 | 1,762 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $188,178 | 1,107 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $64,834 | 385 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $64,152 | 385 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $49,030 | 441 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $44,561 | 477 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||