Position in UPS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$39,934,100
+$8,312,801 QoQ
Shares Held
371,480
+15.6% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#137
of 2,137 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Focus Partners Wealth holds $233,268,199 across 7 Integrated Freight & Logistics names. UPS ranks #3 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GXO |
GXO Logistics, Inc.
|
2,070,094 | $104,953,765 | |
| 2 | FDX |
Fedex Corp
|
165,552 | $51,839,297 | |
| 3 | UPS |
United Parcel Service Inc
This page
|
371,480 | $39,934,100 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
52,774 | $15,274,378 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
79,505 | $12,005,255 | |
| 6 | LSTR |
Landstar System Inc
|
43,714 | $9,040,492 | |
| 7 | ZTO |
ZTO Express (Cayman) Inc.
|
9,871 | $220,912 |
All Filings in UPS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,934,100 | 371,480 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $31,621,299 | 321,420 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,009,737 | 332,793 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,711,076 | 283,863 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $30,370,726 | 300,879 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $42,438,321 | 385,838 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $53,581,403 | 424,912 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $49,748,557 | 364,886 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $143,121,834 | 1,045,830 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $27,830,224 | 187,245 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $9,822,944 | 62,475 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||