Position in UPS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,750
+$5,143 QoQ
Shares Held
100
+75.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,019
of 2,129 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $55,859 across 6 Integrated Freight & Logistics names. UPS ranks #3 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
55 | $17,222 | |
| 2 | EXPD |
Expeditors International Of Washington Inc
|
72 | $11,734 | |
| 3 | UPS |
United Parcel Service Inc
This page
|
100 | $10,750 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
37 | $10,708 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
21 | $3,171 | |
| 6 | LSTR |
Landstar System Inc
|
11 | $2,274 |
All Filings in UPS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,750 | 100 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,607 | 57 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,852 | 59 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,675 | 44 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $14,939 | 148 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $23,537 | 214 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $49,683 | 394 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $46,219 | 339 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $52,413 | 383 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $59,600 | 401 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $55,344 | 352 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||