Position in UPS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,638,090
+$3,532,693 QoQ
Shares Held
71,052
+70.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#375
of 2,129 holders
Holding Since
Mar 2020
26 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, 2026Brookstone Capital Management holds $10,769,474 across 4 Integrated Freight & Logistics names. UPS ranks #1 (70.9% of the industry book) .
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,638,090 | 71,052 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,105,397 | 41,730 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,393,851 | 24,134 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,012,404 | 24,092 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $13,265,131 | 131,416 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $13,140,285 | 119,468 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $13,724,345 | 108,837 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $13,386,133 | 98,182 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $12,689,826 | 92,728 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $13,467,512 | 90,611 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $15,096,123 | 96,013 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $15,256,867 | 97,882 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $17,832,686 | 99,485 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $19,469,224 | 100,362 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $4,858,654 | 27,949 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $4,369,980 | 27,052 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,809,563 | 26,348 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $4,796,183 | 22,364 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $4,774,852 | 22,277 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $3,926,804 | 21,564 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $4,192,675 | 20,160 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,231,118 | 13,125 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,793,123 | 10,648 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,756,113 | 10,539 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $3,210,989 | 28,881 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $3,409,549 | 36,497 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||