Venturi Wealth Management, LLC

Position in UPS — United Parcel Service Inc

CIK 1666363 AUSTIN, TX

Position in UPS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,402,875

+$35,001 QoQ

Shares Held

13,050

-6.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#891

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 45% Shared 55% None 0%

Industrials · as of Jun 30, 2026

Venturi Wealth Management, LLC holds $2,529,392 across 3 Integrated Freight & Logistics names. UPS ranks #1 (55.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	13,050	$1,402,875
2	JBHT	Hunt J B Transport Services Inc	2,552	$738,625
3	EXPD	Expeditors International Of Washington Inc	2,380	$387,892

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,402,875	13,050	-6.1%	Shares	Sole	2026-07-20
2026-03-31	$1,367,874	13,904	+2.1%	Shares	Other	2026-04-21
2025-12-31	$1,350,570	13,616	+9.2%	Shares	Sole	2026-01-22
2025-09-30	$1,041,785	12,472	-24.3%	Shares	Other	2025-10-23
2025-06-30	$1,663,793	16,483	-2.2%	Shares	Other	2025-07-23
2025-03-31	$1,853,110	16,848	+20.8%	Shares	Sole	2025-05-06
2024-12-31	$1,759,346	13,952	+34.3%	Shares	Sole	2025-01-31
2024-09-30	$1,416,026	10,386	+15.7%	Shares	Sole	2024-11-04
2024-06-30	$1,228,365	8,976	+23.4%	Shares	Sole	2024-07-19
2024-03-31	$1,081,431	7,276	+8.0%	Shares	Sole	2024-04-23
2023-12-31	$1,058,943	6,735	-1.0%	Shares	Sole	2024-01-23
2023-09-30	$1,059,915	6,800	-87.2%	Shares	Sole	2023-11-02
2023-06-30	$9,549,184	53,273	+1.0%	Shares	Sole	2023-07-24
2023-03-31	$10,232,195	52,746	+0.6%	Shares	Sole	2023-05-02
2022-12-31	$9,111,649	52,414	-1.9%	Shares	Sole	2023-01-31
2022-09-30	$8,633,988	53,448	-1.8%	Shares	Sole	2022-11-14
2022-06-30	$9,934,374	54,423	+0.9%	Shares	Sole	2022-08-12
2022-03-31	$11,572,476	53,961	+0.9%	Shares	Sole	2022-05-13
2021-12-31	$11,462,260	53,477	+6.6%	Shares	Sole	2022-02-08
2021-09-30	$9,131,586	50,146	-7.1%	Shares	Sole	2021-11-10
2021-06-30	$11,231,211	54,004	-0.7%	Shares	Sole	2021-08-02
2021-03-31	$9,246,436	54,394	+690.7%	Shares	Sole	2021-04-22
2020-12-31	$1,158,423	6,879	-16.4%	Shares	Sole	2021-01-28
2020-09-30	$1,371,364	8,230	-50.2%	Shares	Sole	2020-11-03
2020-06-30	$1,836,471	16,518	-79.7%	Shares	Sole	2020-08-05
2020-03-31	$7,619,522	81,562	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.