Position in UPS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$179,202
+$15,204 QoQ
Shares Held
1,667
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,797
of 2,129 holders
Holding Since
Mar 2020
26 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, 2026OAKWORTH CAPITAL, INC. holds $390,854 across 4 Integrated Freight & Logistics names. UPS ranks #1 (45.8% of the industry book) .
All Filings in UPS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,202 | 1,667 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $163,998 | 1,667 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $172,093 | 1,735 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $187,691 | 2,247 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $178,663 | 1,770 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $185,663 | 1,688 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $410,707 | 3,257 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $464,783 | 3,409 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $607,066 | 4,436 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $596,749 | 4,015 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $666,026 | 4,236 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $597,293 | 3,832 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $793,898 | 4,429 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $876,252 | 4,517 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $785,235 | 4,517 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $720,953 | 4,463 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $814,676 | 4,463 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $976,650 | 4,554 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,064,841 | 4,968 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $760,267 | 4,175 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $883,872 | 4,250 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $692,029 | 4,071 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $685,556 | 4,071 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $678,350 | 4,071 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $460,062 | 4,138 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $388,439 | 4,158 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||