MISSION WEALTH MANAGEMENT, LP
Position in UPS — United Parcel Service Inc
CIK 1645382
Santa Barbara, CA
Position in UPS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,486,510
+$718,163 QoQ
Shares Held
13,828
+77.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#863
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, 2026MISSION WEALTH MANAGEMENT, LP holds $10,150,715 across 6 Integrated Freight & Logistics names. UPS ranks #4 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
13,079 | $4,095,427 | |
| 2 | EXPD |
Expeditors International Of Washington Inc
|
10,754 | $1,752,686 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
5,455 | $1,578,840 | |
| 4 | UPS |
United Parcel Service Inc
This page
|
13,828 | $1,486,510 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
6,460 | $975,460 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,390 | $261,792 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,486,510 | 13,828 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $768,347 | 7,810 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $865,928 | 8,730 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $734,145 | 8,789 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,190,991 | 11,799 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,251,026 | 11,374 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,400,718 | 11,108 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,680,117 | 12,323 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,742,100 | 12,730 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,009,328 | 13,519 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,122,605 | 13,500 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,282,092 | 14,641 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,374,309 | 7,667 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,391,490 | 7,173 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,373,162 | 7,899 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,273,742 | 7,885 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,353,899 | 7,417 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,257,164 | 5,862 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,156,578 | 5,396 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $672,313 | 3,692 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $645,746 | 3,105 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $529,858 | 3,117 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $506,042 | 3,005 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $429,405 | 2,577 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $282,619 | 2,542 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $247,282 | 2,647 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||