Excelsior Advisor Network LLC
Position in UPS — United Parcel Service Inc
CIK 2110679
SCOTTSDALE, AZ
Position in UPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$457,520
+$96,859 QoQ
Shares Held
4,256
+16.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,347
of 2,129 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Excelsior Advisor Network LLC holds $1,422,567 across 3 Integrated Freight & Logistics names. UPS ranks #2 (32.2% of the industry book) .
All Filings in UPS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,520 | 4,256 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $360,661 | 3,666 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $304,711 | 3,072 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||