Position in UPS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$484,287
+$34,888 QoQ
Shares Held
4,505
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,311
of 2,129 holders
Holding Since
Jun 2020
19 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, 2026CAPITAL ADVISORS INC/OK holds $774,874 across 2 Integrated Freight & Logistics names. UPS ranks #1 (62.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
4,505 | $484,287 | |
| 2 | JBHT |
Hunt J B Transport Services Inc
|
1,004 | $290,587 |
All Filings in UPS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,287 | 4,505 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $449,399 | 4,568 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $347,859 | 3,507 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $335,038 | 4,011 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $412,138 | 4,083 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $737,702 | 6,707 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $834,025 | 6,614 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,255,146 | 9,206 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,306,233 | 9,545 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,499,230 | 10,087 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $5,931,501 | 37,725 | Shares | Sole | 2024-01-29 | |
| 2023-06-30 | $229,798 | 1,282 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $279,733 | 1,442 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $254,849 | 1,466 | Shares | Sole | 2023-01-17 | |
| 2021-12-31 | $223,985 | 1,045 | Shares | Sole | 2022-01-27 | |
| 2021-03-31 | $20,793,516 | 122,322 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $20,079,847 | 119,239 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $29,833,768 | 179,042 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $19,916,674 | 179,139 | Shares | Sole | 2020-09-02 | |
| No filing history on record for this holder in this stock. | ||||||