Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Position in UPS — United Parcel Service Inc

CIK 1510434 Seattle, WA

Back to UPS Full portfolio

Position in UPS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$618,232

+$188,312 QoQ

Shares Held

5,751

+31.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,210

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Common Shares in UPS Over Time

Shares Held

Position Value (USD)

Position in Integrated Freight & Logistics

Industrials · as of Jun 30, 2026

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $3,357,782 across 5 Integrated Freight & Logistics names. UPS ranks #2 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JBHT	Hunt J B Transport Services Inc	4,708	$1,362,636
2	UPS	United Parcel Service Inc This page	5,751	$618,232
3	LSTR	Landstar System Inc	2,693	$556,938
4	FDX	Fedex Corp	1,624	$508,522
5	EXPD	Expeditors International Of Washington Inc	1,911	$311,454

All Filings in UPS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$618,232	5,751	+31.6%	Shares	Other	2026-07-15
2026-03-31	$429,920	4,370	-49.3%	Shares	Other	2026-05-04
2025-12-31	$854,521	8,615	+1.6%	Shares	Sole	2026-01-16
2025-09-30	$708,500	8,482	-38.1%	Shares	Sole	2025-11-10
2025-06-30	$1,384,088	13,712	+2.5%	Shares	Sole	2025-07-21
2025-03-31	$1,471,996	13,383	-82.2%	Shares	Sole	2025-05-08
2024-12-31	$9,463,678	75,049	+15.4%	Shares	Sole	2025-01-22
2024-09-30	$8,870,144	65,059	+27.0%	Shares	Sole	2024-11-01
2024-06-30	$7,012,057	51,239	-3.5%	Shares	Sole	2024-08-09
2024-03-31	$7,895,820	53,124	+9.2%	Shares	Sole	2024-05-07
2023-12-31	$7,647,667	48,640	+0.8%	Shares	Sole	2024-02-06
2023-09-30	$7,520,727	48,250	+3.5%	Shares	Sole	2023-11-03
2023-06-30	$8,357,889	46,627	+8.5%	Shares	Sole	2023-08-11
2023-03-31	$8,335,944	42,971	+10.3%	Shares	Sole	2023-05-09
2022-12-31	$6,774,197	38,968	+14.8%	Shares	Sole	2023-02-08
2022-09-30	$5,483,152	33,943	+25.8%	Shares	Sole	2022-11-03
2022-06-30	$4,926,024	26,986	+232.7%	Shares	Sole	2022-08-02
2022-03-31	$1,739,270	8,110	-1.2%	Shares	Sole	2022-05-13
2021-12-31	$1,759,302	8,208	+5.3%	Shares	Sole	2022-02-14
2021-09-30	$1,419,105	7,793	-0.8%	Shares	Sole	2021-11-02
2021-06-30	$1,633,604	7,855	+5.9%	Shares	Sole	2021-08-12
2021-03-31	$1,260,985	7,418	-10.3%	Shares	Sole	2021-05-17
2020-12-31	$1,391,994	8,266	+6.7%	Shares	Sole	2021-02-12
2020-09-30	$1,290,715	7,746	-12.8%	Shares	Sole	2020-11-12
2020-06-30	$987,278	8,880	+95.4%	Shares	Sole	2020-08-12
2020-03-31	$424,593	4,545	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.