Florida Trust Wealth Management Co
Position in UPS — United Parcel Service Inc
CIK 1651023
SANIBEL, FL
Position in UPS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,337,909
-$377,574 QoQ
Shares Held
21,748
-21.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#701
of 2,129 holders
Holding Since
Dec 2023
11 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, 2026Florida Trust Wealth Management Co holds $5,451,673 across 2 Integrated Freight & Logistics names. UPS ranks #2 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
9,944 | $3,113,764 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
21,748 | $2,337,909 |
All Filings in UPS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,337,909 | 21,748 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,715,483 | 27,602 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,973,418 | 29,977 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $5,812,350 | 69,584 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $8,068,839 | 79,937 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $10,421,992 | 94,754 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $12,044,062 | 95,512 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $11,158,474 | 81,843 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $2,419,508 | 17,680 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,719,203 | 11,567 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $2,012,858 | 12,802 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||