Quaker Wealth Management, LLC
Position in UPS — United Parcel Service Inc
CIK 1733472
MOORESTOWN, NJ
Position in UPS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$77,507
-$7,886 QoQ
Shares Held
721
-16.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,860
of 2,129 holders
Holding Since
Dec 2020
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Derivatives in UPS
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$21,118
PutShares
192
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Quaker Wealth Management, LLC holds $215,216 across 6 Integrated Freight & Logistics names. UPS ranks #2 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHRW |
C. H. Robinson Worldwide, Inc.
|
709 | $133,533 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
721 | $77,507 | |
| 3 | FDX |
Fedex Corp
|
5 | $1,565 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
8 | $1,303 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
4 | $1,157 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
1 | $151 |
All Filings in UPS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,507 | 721 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $85,393 | 868 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $20,135 | 203 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $16,538 | 198 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $19,380 | 192 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $21,118 | 192 | Put | Sole | 2025-05-29 | |
| 2021-03-31 | $275,723 | 1,622 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $290,658 | 1,726 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||