Position in UPS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,114,417
-$351,674 QoQ
Shares Held
19,669
-21.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#733
of 2,129 holders
Holding Since
Jun 2020
25 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, 2026WealthShield Partners, LLC holds $2,114,417 across 1 Integrated Freight & Logistics name. UPS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
19,669 | $2,114,417 |
All Filings in UPS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,114,417 | 19,669 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,466,091 | 25,067 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,358,738 | 23,780 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $285,756 | 3,421 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $361,264 | 3,579 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $434,570 | 3,951 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $337,191 | 2,674 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $478,962 | 3,513 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $308,596 | 2,255 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $307,366 | 2,068 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $459,583 | 2,923 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $426,616 | 2,737 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $490,607 | 2,737 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $534,442 | 2,755 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $508,134 | 2,923 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $469,758 | 2,908 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $530,278 | 2,905 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $622,362 | 2,902 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $545,709 | 2,546 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $341,255 | 1,874 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $430,497 | 2,070 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $348,819 | 2,052 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $393,045 | 2,334 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $320,762 | 1,925 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $232,477 | 2,091 | Shares | Other | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||