Position in UPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$426,990
+$146,544 QoQ
Shares Held
3,972
+78.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,377
of 2,129 holders
Holding Since
Jun 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026West Family Investments, Inc. holds $1,639,313 across 4 Integrated Freight & Logistics names. UPS ranks #2 (26.0% of the industry book) .
All Filings in UPS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,990 | 3,972 | Shares | Sole | 2026-08-10 | |
| 2024-12-31 | $280,446 | 2,224 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $212,664 | 1,554 | Shares | Sole | 2024-08-05 | |
| 2023-12-31 | $200,311 | 1,274 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $202,007 | 1,296 | Shares | Sole | 2023-11-02 | |
| 2023-03-31 | $359,657 | 1,854 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $291,877 | 1,679 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $299,000 | 1,638 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $441,787 | 2,060 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $420,320 | 1,961 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $408,086 | 2,241 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $455,662 | 2,191 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||