KESTRA PRIVATE WEALTH SERVICES, LLC
Position in UPS — United Parcel Service Inc
CIK 1649451
AUSTIN, TX
Position in UPS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,281,475
+$1,026,836 QoQ
Shares Held
49,130
+13.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#450
of 2,129 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $15,404,802 across 6 Integrated Freight & Logistics names. UPS ranks #1 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
49,130 | $5,281,475 | |
| 2 | FDX |
Fedex Corp
|
14,604 | $4,572,950 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
21,341 | $4,019,363 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
6,299 | $951,149 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
1,814 | $295,645 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
982 | $284,220 |
All Filings in UPS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,281,475 | 49,130 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,254,639 | 43,247 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,774,709 | 48,137 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,014,472 | 60,032 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,584,909 | 55,329 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,325,304 | 57,508 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $9,943,237 | 78,852 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $9,804,073 | 71,909 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,443,844 | 76,316 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,181,417 | 81,958 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $12,623,525 | 80,287 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $12,795,835 | 82,093 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $13,296,048 | 74,176 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $13,494,332 | 69,562 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,484,464 | 60,311 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $8,908,446 | 55,147 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,469,810 | 51,878 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,541,110 | 44,489 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $9,920,512 | 46,284 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $8,480,761 | 46,572 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $8,717,478 | 41,917 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $6,341,646 | 37,306 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $6,833,672 | 40,580 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $6,071,330 | 36,436 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||