Position in UPS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$283,800
-$4,945 QoQ
Shares Held
2,640
-10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,593
of 2,129 holders
Holding Since
Mar 2026
2 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, 2026CMH Wealth Management LLC holds $1,973,471 across 3 Integrated Freight & Logistics names. UPS ranks #3 (14.4% of the industry book) .
All Filings in UPS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,800 | 2,640 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $288,745 | 2,935 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||