Strategic Wealth Partners, Ltd.
Position in UPS — United Parcel Service Inc
CIK 1720777
INDEPENDENCE, OH
Position in UPS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$250,367
-$10,541,623 QoQ
Shares Held
2,329
-97.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,661
of 2,129 holders
Holding Since
Jun 2020
24 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, 2026Strategic Wealth Partners, Ltd. holds $318,047 across 6 Integrated Freight & Logistics names. UPS ranks #1 (78.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
2,329 | $250,367 | |
| 2 | EXPD |
Expeditors International Of Washington Inc
|
190 | $30,966 | |
| 3 | FDX |
Fedex Corp
|
52 | $16,282 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
53 | $15,339 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
25 | $3,775 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
7 | $1,318 |
All Filings in UPS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,367 | 2,329 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,791,990 | 109,697 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,322,602 | 73,824 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $90,462 | 1,083 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $112,850 | 1,118 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $353,332 | 2,802 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $561,311 | 4,117 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $5,539,414 | 40,478 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $3,920,413 | 26,377 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $453,608 | 2,885 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $440,021 | 2,823 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $503,871 | 2,811 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $577,120 | 2,975 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $550,551 | 3,167 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $488,496 | 3,024 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $1,607,264 | 8,805 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $1,738,198 | 8,105 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $1,358,701 | 6,339 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,091,143 | 5,992 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,127,821 | 5,423 | Shares | Sole | 2021-08-25 | |
| 2021-03-31 | $1,260,985 | 7,418 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,308,468 | 7,770 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,335,039 | 8,012 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $982,942 | 8,841 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||