Position in UPS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$33,414,870
+$2,817,805 QoQ
Shares Held
310,836
-0.1% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
11.44%
of 13F equity value
Holder Rank
#156
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, 2026CFO4Life Group, LLC holds $33,889,888 across 2 Integrated Freight & Logistics names. UPS ranks #1 (98.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
310,836 | $33,414,870 | |
| 2 | FDX |
Fedex Corp
|
1,517 | $475,018 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,414,870 | 310,836 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $30,597,065 | 311,009 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $30,923,474 | 311,760 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $26,068,376 | 312,084 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $31,631,668 | 313,371 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $34,716,803 | 315,636 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $39,883,916 | 316,288 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $43,635,207 | 320,047 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $43,958,272 | 321,215 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $47,888,288 | 322,198 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $49,821,470 | 316,870 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $49,479,061 | 317,438 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $57,202,439 | 319,121 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $61,954,004 | 319,367 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $55,502,592 | 319,274 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $51,702,169 | 320,058 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $58,209,267 | 318,885 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $67,909,831 | 316,655 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $68,164,621 | 318,021 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $57,702,027 | 316,870 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $64,954,230 | 312,325 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $53,122,724 | 312,505 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $52,773,360 | 313,381 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $52,223,341 | 313,409 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $35,314,992 | 317,638 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $29,727,551 | 318,214 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||