Position in UPS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$909,665
+$231,827 QoQ
Shares Held
8,462
+22.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,051
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, 2026Wealthspire Advisors, LLC holds $3,710,957 across 4 Integrated Freight & Logistics names. UPS ranks #2 (24.5% of the industry book) .
All Filings in UPS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $909,665 | 8,462 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $677,838 | 6,890 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $748,289 | 7,544 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $280,076 | 3,353 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $423,342 | 4,194 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $454,148 | 4,129 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $556,227 | 4,411 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $640,525 | 4,698 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $694,513 | 5,075 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $767,971 | 5,167 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $895,110 | 5,693 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $765,321 | 4,910 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $701,943 | 3,916 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $776,735 | 4,004 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $987,411 | 5,680 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $692,521 | 4,287 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $757,906 | 4,152 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $522,853 | 2,438 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,409,499 | 6,576 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,342,441 | 7,372 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $388,072 | 1,866 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,177,401 | 12,809 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,478,383 | 8,779 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $788,159 | 4,730 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $508,759 | 4,576 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,039,764 | 11,130 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||