Measured Wealth Private Client Group, LLC
Position in UPS — United Parcel Service Inc
CIK 1720235
PORTSMOUTH, NH
Position in UPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$17,149,260
+$522,450 QoQ
Shares Held
159,528
-5.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
10.30%
of 13F equity value
Holder Rank
#229
of 2,129 holders
Holding Since
Jun 2020
15 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, 2026Measured Wealth Private Client Group, LLC holds $17,246,185 across 5 Integrated Freight & Logistics names. UPS ranks #1 (99.4% of the industry book) .
All Filings in UPS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,149,260 | 159,528 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $16,626,810 | 169,006 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $16,763,705 | 169,006 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $14,117,071 | 169,006 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,064,815 | 169,059 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $18,597,219 | 169,081 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $14,066,707 | 111,552 | Shares | Sole | 2025-01-27 | |
| 2022-06-30 | $487,016 | 2,668 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $461,089 | 2,150 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $421,606 | 1,967 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $349,085 | 1,917 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $249,979 | 1,202 | Shares | Sole | 2021-08-05 | |
| 2020-12-31 | $212,857 | 1,264 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $283,271 | 1,700 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $208,796 | 1,878 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||