Position in UPS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$698,212
+$150,925 QoQ
Shares Held
6,495
+16.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,167
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, 2026Taylor Financial Group, Inc. holds $1,404,320 across 2 Integrated Freight & Logistics names. UPS ranks #2 (49.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
2,255 | $706,108 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
6,495 | $698,212 |
All Filings in UPS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,212 | 6,495 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $547,287 | 5,563 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $406,976 | 4,103 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $558,899 | 6,691 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $669,736 | 6,635 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $827,674 | 7,525 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $641,344 | 5,086 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $684,835 | 5,023 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $673,712 | 4,923 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $731,705 | 4,923 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $809,420 | 5,148 | Shares | Sole | 2024-09-17 | |
| No filing history on record for this holder in this stock. | ||||||