Position in UPS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$72,777
+$6,273 QoQ
Shares Held
677
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,866
of 2,129 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $2,915,878 across 6 Integrated Freight & Logistics names. UPS ranks #2 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHRW |
C. H. Robinson Worldwide, Inc.
|
14,961 | $2,817,754 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
677 | $72,777 | |
| 3 | FDX |
Fedex Corp
|
64 | $20,040 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
30 | $4,530 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
3 | $488 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
1 | $289 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,777 | 677 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $66,504 | 676 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $76,971 | 776 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $20,047 | 240 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $9,286 | 92 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $97,011 | 882 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $524,201 | 4,192 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $592,264 | 4,378 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,362,068 | 9,953 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,500,865 | 10,098 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $657,849 | 4,184 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $597,449 | 3,833 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $643,866 | 3,592 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $719,314 | 3,708 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $660,070 | 3,797 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $634,529 | 3,928 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $704,239 | 3,858 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $822,454 | 3,835 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $794,129 | 3,705 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $623,146 | 3,422 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $711,673 | 3,422 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $594,965 | 3,500 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $622,574 | 3,697 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $623,862 | 3,744 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $946,697 | 8,515 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $902,063 | 9,656 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||