WBI INVESTMENTS, LLC

Position in UPS — United Parcel Service Inc

CIK 1397424 RED BANK, NJ

Position in UPS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,739,745

+$344,980 QoQ

Shares Held

25,486

+4.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#650

of 2,129 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Industrials · as of Jun 30, 2026

WBI INVESTMENTS, LLC holds $2,991,501 across 2 Integrated Freight & Logistics names. UPS ranks #1 (91.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UPS	United Parcel Service Inc This page	25,486	$2,739,745
2	FDX	Fedex Corp	804	$251,756

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,739,745	25,486	+4.7%	Shares	Defined	2026-08-11
2026-03-31	$2,394,765	24,342	-22.5%	Shares	Defined	2026-05-11
2025-12-31	$3,113,871	31,393	+15.2%	Shares	Defined	2026-02-13
2025-09-30	$2,276,276	27,251	-23.3%	Shares	Defined	2025-11-20
2025-06-30	$3,585,388	35,520	-26.0%	Shares	Defined	2025-08-11
2025-03-31	$5,280,729	48,011	+96.9%	Shares	Defined	2025-05-22
2024-12-31	$3,075,452	24,389	+16.6%	Shares	Defined	2025-02-14
2024-09-30	$2,852,505	20,922	+256.2%	Shares	Defined	2024-11-12
2023-03-31	$1,139,497	5,874	-48.7%	Shares	Sole	2023-05-15
2022-12-31	$1,991,162	11,454	-56.3%	Shares	Defined	2023-02-13
2022-03-31	$5,621,639	26,213	+3.9%	Shares	Defined	2022-05-02
2021-06-30	$5,244,586	25,218	-48.1%	Shares	Defined	2021-08-13
2021-03-31	$8,253,354	48,552	-4.7%	Shares	Defined	2021-05-12
2020-12-31	$8,582,000	50,962	-28.1%	Shares	Defined	2021-02-04
2020-09-30	$11,815,399	70,908	—	Shares	Defined	2020-11-06
No filing history on record for this holder in this stock.