KILEY JUERGENS WEALTH MANAGEMENT, LLC
Position in UPS — United Parcel Service Inc
CIK 1723223
OLYMPIA, WA
Position in UPS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$412,155
+$14,405 QoQ
Shares Held
3,834
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,397
of 2,129 holders
Holding Since
Mar 2021
13 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, 2026KILEY JUERGENS WEALTH MANAGEMENT, LLC holds $616,942 across 2 Integrated Freight & Logistics names. UPS ranks #1 (66.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
3,834 | $412,155 | |
| 2 | FDX |
Fedex Corp
|
654 | $204,787 |
All Filings in UPS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,155 | 3,834 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $397,750 | 4,043 | Shares | Sole | 2026-04-28 | |
| 2023-09-30 | $1,571,948 | 10,085 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,149,566 | 11,992 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,314,688 | 11,932 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,076,518 | 11,945 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,016,180 | 12,481 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $2,297,813 | 12,588 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,718,066 | 12,674 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,703,041 | 12,611 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,251,120 | 12,362 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,578,620 | 12,399 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,897,598 | 11,163 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||