Position in UPS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$10,586,265
+$3,919,459 QoQ
Shares Held
98,477
+45.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#317
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, 2026AE Wealth Management LLC holds $26,074,499 across 6 Integrated Freight & Logistics names. UPS ranks #1 (40.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
98,477 | $10,586,265 | |
| 2 | CHRW |
C. H. Robinson Worldwide, Inc.
|
54,689 | $10,300,102 | |
| 3 | FDX |
Fedex Corp
|
8,317 | $2,604,278 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
6,681 | $1,088,861 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
3,355 | $971,023 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
3,470 | $523,970 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,586,265 | 98,477 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $6,666,806 | 67,766 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $5,339,587 | 53,832 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $4,123,787 | 49,369 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,017,919 | 49,712 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $4,930,514 | 44,827 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,328,686 | 18,467 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,382,401 | 17,474 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,932,792 | 28,738 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,556,581 | 17,201 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $19,950,442 | 126,887 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $17,346,771 | 111,290 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $18,206,960 | 101,573 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $18,921,784 | 97,540 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $15,561,113 | 89,514 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $14,335,382 | 88,742 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $16,407,242 | 89,883 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $19,719,597 | 91,950 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $19,094,264 | 89,084 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $15,754,927 | 86,518 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $17,331,803 | 83,338 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $16,729,735 | 98,416 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $17,883,238 | 106,195 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $13,898,441 | 83,409 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $9,418,947 | 84,718 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $6,339,014 | 67,855 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||