Position in UPS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,830,725
+$169,874 QoQ
Shares Held
17,030
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#783
of 2,129 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026BIP Wealth, LLC holds $2,420,661 across 2 Integrated Freight & Logistics names. UPS ranks #1 (75.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
17,030 | $1,830,725 | |
| 2 | FDX |
Fedex Corp
|
1,884 | $589,936 |
All Filings in UPS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,830,725 | 17,030 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,660,851 | 16,882 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,717,574 | 17,316 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $254,933 | 3,052 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $281,016 | 2,784 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $306,212 | 2,784 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $365,690 | 2,900 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||