Position in UPS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$86,752
+$12,180 QoQ
Shares Held
807
+6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,851
of 2,129 holders
Holding Since
Mar 2020
26 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, 2026Bogart Wealth, LLC holds $225,916 across 10 Integrated Freight & Logistics names. UPS ranks #1 (38.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
807 | $86,752 | |
| 2 | FDX |
Fedex Corp
|
143 | $44,777 | |
| 3 | SERV |
Serve Robotics Inc. /DE/
|
5,200 | $34,216 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
131 | $19,781 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
91 | $14,831 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
40 | $11,577 | |
| 7 | LSTR |
Landstar System Inc
|
25 | $5,170 | |
| 8 | GXO |
GXO Logistics, Inc.
|
100 | $5,070 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,752 | 807 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $74,572 | 758 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $52,273 | 527 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $53,876 | 645 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $79,237 | 785 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $43,886 | 399 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $55,610 | 441 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $61,080 | 448 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,519,782 | 25,720 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,208,143 | 35,041 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $5,000,857 | 31,806 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,986,125 | 31,989 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $5,001,433 | 27,902 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,169,639 | 26,649 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,098,625 | 23,577 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,044,611 | 12,657 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $37,785 | 207 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $37,959 | 177 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $37,938 | 177 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $32,231 | 177 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $27,867 | 134 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $22,778 | 134 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $19,029 | 113 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $18,829 | 113 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $16,232 | 146 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $13,639 | 146 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||