Position in UPS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$29,562
+$2,410 QoQ
Shares Held
275
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,946
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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $53,070 across 9 Integrated Freight & Logistics names. UPS ranks #1 (55.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
275 | $29,562 | |
| 2 | FDX |
Fedex Corp
|
29 | $9,080 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
17 | $4,920 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
17 | $3,201 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
18 | $2,933 | |
| 6 | LSTR |
Landstar System Inc
|
10 | $2,068 | |
| 7 | GXO |
GXO Logistics, Inc.
|
17 | $861 | |
| 8 | ZTO |
ZTO Express (Cayman) Inc.
|
18 | $402 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,562 | 275 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $27,152 | 276 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $25,888 | 261 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $23,471 | 281 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $26,850 | 266 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $31,897 | 290 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $42,874 | 340 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $43,083 | 316 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $43,244 | 316 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $46,967 | 316 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $49,684 | 316 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $49,254 | 316 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $56,643 | 316 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $124,347 | 641 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $110,562 | 636 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $102,739 | 636 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $116,095 | 636 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $136,396 | 636 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $150,681 | 703 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $130,019 | 714 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $145,371 | 699 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $114,063 | 671 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $110,638 | 657 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $107,476 | 645 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $70,932 | 638 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $59,134 | 633 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||