Position in UPS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$698,750
+$403,610 QoQ
Shares Held
6,500
+116.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,166
of 2,129 holders
Holding Since
Mar 2020
20 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, 2026Point Windward Advisors Inc. holds $2,366,793 across 2 Integrated Freight & Logistics names. UPS ranks #2 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
5,327 | $1,668,043 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
6,500 | $698,750 |
All Filings in UPS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,750 | 6,500 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $295,140 | 3,000 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $238,056 | 2,400 | Shares | Sole | 2026-01-14 | |
| 2025-03-31 | $2,285,702 | 20,781 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,614,809 | 20,736 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,590,187 | 18,998 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,502,302 | 18,285 | Shares | Sole | 2024-07-12 | |
| 2023-03-31 | $3,259,032 | 16,800 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,006,562 | 17,295 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $2,795,611 | 17,306 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $3,206,497 | 17,566 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $3,851,916 | 17,961 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $3,858,334 | 18,001 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,746,068 | 15,080 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $3,110,191 | 14,955 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,544,750 | 14,970 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $2,584,098 | 15,345 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $2,623,589 | 15,745 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $3,187,530 | 28,670 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $2,654,996 | 28,420 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||