Wealthcare Advisory Partners LLC
Position in UPS — United Parcel Service Inc
CIK 1683059
WEST CHESTER, PA
Position in UPS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$5,671,162
+$120,760 QoQ
Shares Held
52,755
-6.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#433
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $9,246,825 across 3 Integrated Freight & Logistics names. UPS ranks #1 (61.3% of the industry book) .
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,671,162 | 52,755 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $5,550,402 | 56,418 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $6,442,291 | 64,949 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,083,301 | 60,856 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,117,569 | 60,606 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $6,779,343 | 61,636 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $7,314,178 | 58,003 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,539,139 | 47,962 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,409,506 | 46,836 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,788,229 | 45,672 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $7,135,097 | 45,380 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,094,423 | 45,515 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $8,233,131 | 45,931 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $9,180,576 | 47,325 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $8,198,815 | 47,163 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,486,248 | 46,343 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,474,236 | 46,424 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,917,702 | 46,245 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $10,507,375 | 49,022 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $9,602,679 | 52,733 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,935,686 | 52,583 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $9,039,388 | 53,176 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $8,864,576 | 52,640 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $8,620,769 | 51,736 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $6,117,568 | 55,024 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $5,709,923 | 61,121 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||