Dakota Wealth Management

Position in UPS — United Parcel Service Inc

CIK 1631353 PALM BEACH GARDENS, FL

Position in UPS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,675,855

+$2,873,468 QoQ

Shares Held

34,194

+319.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#549

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Dakota Wealth Management holds $17,091,148 across 4 Integrated Freight & Logistics names. UPS ranks #2 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp	27,520	$8,617,337
2	UPS	United Parcel Service Inc This page	34,194	$3,675,855
3	EXPD	Expeditors International Of Washington Inc	22,243	$3,625,164
4	GXO	GXO Logistics, Inc.	23,132	$1,172,792

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,675,855	34,194	+319.2%	Shares	Defined	2026-08-07
2026-03-31	$802,387	8,156	-19.6%	Shares	Defined	2026-05-07
2025-12-31	$1,005,885	10,141	-8.2%	Shares	Defined	2026-01-13
2025-09-30	$923,090	11,051	-33.2%	Shares	Defined	2025-11-10
2025-06-30	$1,669,951	16,544	+32.1%	Shares	Defined	2025-07-16
2025-03-31	$1,377,624	12,525	+19.4%	Shares	Defined	2025-05-02
2024-12-31	$1,322,789	10,490	-5.2%	Shares	Sole	2025-01-17
2024-09-30	$1,507,920	11,060	+42.2%	Shares	Defined	2024-10-23
2024-06-30	$1,064,693	7,780	-7.1%	Shares	Defined	2024-07-22
2024-03-31	$1,245,073	8,377	-3.8%	Shares	Defined	2024-04-24
2023-12-31	$1,369,316	8,709	-1.2%	Shares	Defined	2024-01-30
2023-09-30	$1,373,837	8,814	+12.9%	Shares	Sole	2023-10-24
2023-06-30	$1,399,942	7,810	+1.0%	Shares	Sole	2023-07-31
2023-03-31	$1,499,736	7,731	-14.3%	Shares	Other	2023-04-14
2022-12-31	$1,569,078	9,026	+1.6%	Shares	Other	2023-02-08
2022-09-30	$1,435,444	8,886	+147.8%	Shares	Other	2022-11-10
2022-06-30	$654,588	3,586	-7.0%	Shares	Other	2022-08-05
2022-03-31	$827,171	3,857	+4.1%	Shares	Sole	2022-05-13
2021-12-31	$793,914	3,704	0.0%	Shares	Sole	2022-02-10
2021-09-30	$674,498	3,704	-8.2%	Shares	Other	2021-11-15
2021-06-30	$838,742	4,033	-9.1%	Shares	Other	2021-08-02
2021-03-31	$753,905	4,435	-5.1%	Shares	Sole	2021-05-10
2020-12-31	$786,764	4,672	+3.0%	Shares	Sole	2021-02-12
2020-09-30	$756,166	4,538	+8.7%	Shares	Other	2020-11-04
2020-06-30	$463,953	4,173	-72.6%	Shares	Sole	2020-08-07
2020-03-31	$1,420,357	15,204	—	Shares	Other	2020-04-29
No filing history on record for this holder in this stock.