AssuredPartners Investment Advisors, LLC
Position in UPS — United Parcel Service Inc
CIK 2055492
Tampa, FL
Position in UPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$718,315
+$97,538 QoQ
Shares Held
6,682
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,149
of 2,129 holders
Holding Since
Dec 2024
6 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, 2026AssuredPartners Investment Advisors, LLC holds $919,970 across 2 Integrated Freight & Logistics names. UPS ranks #1 (78.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
6,682 | $718,315 | |
| 2 | FDX |
Fedex Corp
|
644 | $201,655 |
All Filings in UPS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $718,315 | 6,682 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $620,777 | 6,310 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $786,973 | 7,934 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $256,437 | 3,070 | Shares | Sole | 2025-10-06 | |
| 2025-03-31 | $614,734 | 5,589 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $754,330 | 5,982 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||