PERSONAL CFO SOLUTIONS, LLC

Position in UPS — United Parcel Service Inc

CIK 1677501 CHESTER, NJ

Position in UPS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$406,135

+$13,698 QoQ

Shares Held

3,778

-5.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,405

of 2,129 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 25% Shared 0% None 75%

Industrials · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $1,457,720 across 4 Integrated Freight & Logistics names. UPS ranks #1 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	3,778	$406,135
2	FDX	Fedex Corp	1,287	$402,998
3	CHRW	C. H. Robinson Worldwide, Inc.	1,913	$360,294
4	LSTR	Landstar System Inc	1,394	$288,293

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$406,135	3,778	-5.3%	Shares	Sole	2026-08-07
2026-03-31	$392,437	3,989	+5.3%	Shares	Sole	2026-04-30
2025-12-31	$375,930	3,790	-9.0%	Shares	Defined	2026-01-22
2025-09-30	$347,902	4,165	+98.2%	Shares	Defined	2025-11-10
2025-06-30	$212,074	2,101	-37.8%	Shares	Defined	2025-08-12
2025-03-31	$371,656	3,379	+14.6%	Shares	Defined	2025-04-30
2024-12-31	$371,742	2,948	-6.3%	Shares	Defined	2025-02-07
2024-09-30	$429,061	3,147	-2.1%	Shares	Defined	2024-11-14
2024-06-30	$439,972	3,215	-1.6%	Shares	Defined	2024-08-09
2024-03-31	$485,425	3,266	+7.5%	Shares	Defined	2024-05-13
2023-12-31	$477,507	3,037	-1.7%	Shares	Defined	2024-02-13
2023-09-30	$481,482	3,089	+8.0%	Shares	Defined	2023-11-13
2023-06-30	$512,834	2,861	+0.2%	Shares	Defined	2023-08-10
2023-03-31	$553,841	2,855	-1.4%	Shares	Defined	2023-05-09
2022-12-31	$503,440	2,896	+2.5%	Shares	Defined	2023-02-14
2022-09-30	$456,188	2,824	+3.4%	Shares	Defined	2022-11-01
2022-06-30	$498,334	2,730	+8.9%	Shares	Defined	2022-08-05
2022-03-31	$537,865	2,508	+4.9%	Shares	Defined	2022-05-02
2021-12-31	$512,486	2,391	-2.5%	Shares	Defined	2022-02-11
2021-09-30	$446,691	2,453	+9.0%	Shares	Defined	2021-11-18
2021-06-30	$467,932	2,250	+13.2%	Shares	Defined	2021-07-22
2021-03-31	$337,770	1,987	-15.1%	Shares	Defined	2021-04-21
2020-12-31	$394,056	2,340	+1.3%	Shares	Defined	2021-02-09
2020-09-30	$384,915	2,310	—	Shares	Defined	2020-11-02
No filing history on record for this holder in this stock.