Modera Wealth Management, LLC

Position in UPS — United Parcel Service Inc

CIK 1542143 WESTWOOD, NJ

Position in UPS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$9,486,982

+$396,572 QoQ

Shares Held

88,251

-4.5% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#109

of 1,174 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Modera Wealth Management, LLC holds $20,303,865 across 3 Integrated Freight & Logistics names. UPS ranks #1 (46.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	88,251	$9,486,982
2	FDX	Fedex Corp	28,097	$8,798,013
3	FDXF	FedEx Freight Holding Company, Inc.	13,370	$2,018,870

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,486,982	88,251	-4.5%	Shares	Sole	2026-08-03
2026-03-31	$9,090,410	92,401	-13.7%	Shares	Sole	2026-05-06
2025-12-31	$10,614,321	107,010	-8.5%	Shares	Sole	2026-01-21
2025-09-30	$9,766,411	116,921	-6.9%	Shares	Sole	2025-10-31
2025-06-30	$12,681,798	125,637	-9.2%	Shares	Sole	2025-08-06
2025-03-31	$15,212,386	138,307	-0.4%	Shares	Sole	2025-05-08
2024-12-31	$17,502,049	138,795	-1.0%	Shares	Sole	2025-02-06
2024-09-30	$19,109,141	140,158	+0.1%	Shares	Sole	2024-10-24
2024-06-30	$19,166,937	140,058	+0.5%	Shares	Sole	2024-07-29
2024-03-31	$20,705,199	139,307	+5.7%	Shares	Sole	2024-05-14
2023-12-31	$20,729,045	131,839	+0.2%	Shares	Sole	2024-02-14
2023-09-30	$20,517,947	131,635	-2.3%	Shares	Sole	2023-11-30
2023-06-30	$24,159,494	134,781	+11048.1%	Shares	Sole	2023-08-07
2022-12-31	$210,172	1,209	-16.9%	Shares	Sole	2023-02-07
2022-09-30	$234,879	1,454	+2.2%	Shares	Sole	2022-11-01
2022-06-30	$259,754	1,423	+23.7%	Shares	Sole	2022-07-27
2022-03-31	$246,629	1,150	-83.3%	Shares	Sole	2022-05-03
2021-12-31	$1,478,088	6,896	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.