Medallion Wealth Advisors, LLC
Position in UPS — United Parcel Service Inc
CIK 2131139
FARMINGTON, CT
Position in UPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$58,480
+$12,047 QoQ
Shares Held
544
+15.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,885
of 2,129 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $533,869 across 7 Integrated Freight & Logistics names. UPS ranks #2 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PBI |
Pitney Bowes Inc /De/
|
22,700 | $397,704 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
544 | $58,480 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
293 | $47,753 | |
| 4 | FDX |
Fedex Corp
|
40 | $12,525 | |
| 5 | GXO |
GXO Logistics, Inc.
|
150 | $7,605 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
25 | $7,235 | |
| 7 | FDXF |
FedEx Freight Holding Company, Inc.
|
17 | $2,567 |
All Filings in UPS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,480 | 544 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $46,433 | 472 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $41,757 | 421 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $67,656 | 810 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $61,267 | 607 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $66,430 | 604 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $73,767 | 585 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||