Obermeyer Wealth Partners

Position in UPS — United Parcel Service Inc

CIK 1349654 ASPEN, CO

Position in UPS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$14,159,040

+$912,665 QoQ

Shares Held

131,712

-2.2% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

#253

of 2,129 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Obermeyer Wealth Partners holds $14,366,332 across 2 Integrated Freight & Logistics names. UPS ranks #1 (98.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UPS	United Parcel Service Inc This page	131,712	$14,159,040
2	FDX	Fedex Corp	662	$207,292

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,159,040	131,712	-2.2%	Shares	Sole	2026-07-29
2026-03-31	$13,246,375	134,645	-12.7%	Shares	Sole	2026-04-21
2025-12-31	$15,301,644	154,266	-0.7%	Shares	Sole	2026-01-29
2025-09-30	$12,981,230	155,408	+7131.6%	Shares	Sole	2025-10-27
2024-12-31	$270,988	2,149	+0.0%	Shares	Sole	2025-02-14
2024-09-30	$292,858	2,148	+1.1%	Shares	Sole	2024-11-05
2024-06-30	$290,669	2,124	+7.3%	Shares	Sole	2024-08-01
2024-03-31	$294,138	1,979	-46.7%	Shares	Sole	2024-05-07
2023-12-31	$583,637	3,712	-5.5%	Shares	Sole	2024-01-31
2023-09-30	$611,945	3,926	+8.9%	Shares	Sole	2023-11-08
2023-06-30	$646,196	3,605	-2.2%	Shares	Sole	2023-08-07
2023-03-31	$715,047	3,686	0.0%	Shares	Sole	2023-05-09
2022-12-31	$640,774	3,686	0.0%	Shares	Sole	2023-02-08
2022-09-30	$595,436	3,686	-2.8%	Shares	Sole	2022-12-09
2022-06-30	$692,009	3,791	+2.0%	Shares	Sole	2022-08-15
2022-03-31	$796,718	3,715	+15.1%	Shares	Sole	2022-05-16
2021-12-31	$691,889	3,228	+4.5%	Shares	Sole	2022-01-31
2021-09-30	$562,689	3,090	+12.8%	Shares	Sole	2021-10-19
2021-06-30	$569,837	2,740	-8.8%	Shares	Sole	2021-07-29
2021-03-31	$510,819	3,005	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.