Position in UPS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,086,178
+$180,298 QoQ
Shares Held
10,104
+9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#976
of 2,129 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026SVB WEALTH LLC holds $1,086,178 across 1 Integrated Freight & Logistics name. UPS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
10,104 | $1,086,178 |
All Filings in UPS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,086,178 | 10,104 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $905,880 | 9,208 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $680,541 | 6,861 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $629,981 | 7,542 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $847,692 | 8,398 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $1,950,135 | 15,465 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $2,663,647 | 19,464 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,767,340 | 18,619 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,582,187 | 16,423 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,834,183 | 18,183 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,779,843 | 21,087 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $5,202,616 | 26,819 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,059,612 | 29,105 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,265,395 | 32,595 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,233,056 | 28,668 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $6,279,602 | 29,281 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,438,344 | 30,038 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $7,066,025 | 38,803 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $8,602,678 | 41,365 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,301,800 | 48,837 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $9,596,105 | 56,984 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $18,204,493 | 109,251 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $12,073,146 | 108,591 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $7,670,622 | 82,109 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||