Position in UPS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,074,427
+$206,388 QoQ
Shares Held
19,297
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#737
of 2,136 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Vest Financial, LLC holds $106,068,275 across 4 Integrated Freight & Logistics names. UPS ranks #3 (2.0% of the industry book) .
All Filings in UPS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,074,427 | 19,297 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,868,039 | 18,988 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,698,628 | 17,125 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,214,776 | 14,543 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,185,540 | 11,745 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $927,875 | 8,436 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $613,098 | 4,862 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $526,954 | 3,865 | Shares | Sole | 2024-10-18 | |
| 2024-03-31 | $259,507 | 1,746 | Shares | Defined | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||