Pinnacle Wealth Management Advisory Group, LLC
Position in UPS — United Parcel Service Inc
CIK 1631864
RED BANK, NJ
Position in UPS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$725,840
+$22,915 QoQ
Shares Held
6,752
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,145
of 2,129 holders
Holding Since
Sep 2020
24 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, 2026Pinnacle Wealth Management Advisory Group, LLC holds $3,228,845 across 4 Integrated Freight & Logistics names. UPS ranks #3 (22.5% of the industry book) .
All Filings in UPS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $725,840 | 6,752 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $702,925 | 7,145 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $738,072 | 7,441 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $430,012 | 5,148 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $629,966 | 6,241 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $705,035 | 6,410 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,009,052 | 8,002 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,113,488 | 8,167 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,368,910 | 10,003 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,993,574 | 13,413 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,340,211 | 14,884 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,713,540 | 17,409 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,145,120 | 17,546 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,717,624 | 19,164 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,313,738 | 19,062 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,129,675 | 19,374 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,868,022 | 21,190 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $4,161,810 | 19,406 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,752,236 | 17,506 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,017,761 | 16,572 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,881,008 | 13,853 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,345,862 | 13,800 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,298,660 | 13,650 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $292,935 | 1,758 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||