Position in UPS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,872,327
-$103,241 QoQ
Shares Held
17,417
-13.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#775
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026BAR HARBOR WEALTH MANAGEMENT holds $5,187,434 across 2 Integrated Freight & Logistics names. UPS ranks #2 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
10,587 | $3,315,107 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
17,417 | $1,872,327 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,872,327 | 17,417 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $1,975,568 | 20,081 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $2,364,491 | 23,838 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $2,340,844 | 28,024 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $3,624,957 | 35,912 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $7,659,703 | 69,640 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $10,736,910 | 85,146 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $11,683,656 | 85,695 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $11,811,523 | 86,310 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $12,865,412 | 86,560 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $13,658,884 | 86,872 | Shares | Defined | 2024-01-17 | |
| 2023-09-30 | $13,555,546 | 86,967 | Shares | Defined | 2023-11-28 | |
| 2023-06-30 | $15,588,834 | 86,967 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $16,881,591 | 87,023 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $15,130,685 | 87,038 | Shares | Defined | 2023-06-09 | |
| 2022-09-30 | $14,057,372 | 87,021 | Shares | Defined | 2022-10-24 | |
| 2022-06-30 | $15,877,329 | 86,980 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $18,770,182 | 87,523 | Shares | Defined | 2022-04-14 | |
| 2021-12-31 | $18,966,089 | 88,486 | Shares | Defined | 2022-01-28 | |
| 2021-09-30 | $16,149,720 | 88,686 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $18,459,625 | 88,761 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $15,227,534 | 89,579 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $15,097,565 | 89,653 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $14,938,879 | 89,653 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $10,020,986 | 90,133 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $8,504,489 | 91,035 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||