Perigon Wealth Management, LLC
Position in UPS — United Parcel Service Inc
CIK 1575239
SAN FRANCISCO, CA
Position in UPS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,734,227
+$216,946 QoQ
Shares Held
34,737
-2.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#542
of 2,129 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Perigon Wealth Management, LLC holds $8,155,773 across 6 Integrated Freight & Logistics names. UPS ranks #1 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
34,737 | $3,734,227 | |
| 2 | FDX |
Fedex Corp
|
6,045 | $1,892,870 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
4,418 | $1,278,701 | |
| 4 | LSTR |
Landstar System Inc
|
3,088 | $638,629 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
2,396 | $361,796 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,325 | $249,550 |
All Filings in UPS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,734,227 | 34,737 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,517,281 | 35,752 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,297,273 | 33,242 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,898,658 | 34,702 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,023,153 | 29,950 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,101,168 | 28,195 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,523,738 | 27,944 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,980,718 | 29,197 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,233,902 | 23,631 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,243,832 | 28,553 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,847,243 | 30,829 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $5,258,274 | 33,735 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $6,402,272 | 35,717 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,357,366 | 12,152 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,062,437 | 11,864 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $1,045,486 | 6,472 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $1,171,541 | 6,418 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,533,817 | 7,152 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,664,564 | 7,766 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $724,575 | 3,979 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $821,065 | 3,948 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $630,832 | 3,711 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $368,122 | 2,186 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $239,114 | 1,435 | Shares | Sole | 2020-11-03 | |
| 2020-03-31 | $262,883 | 2,814 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||