Position in UPS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$505,357
+$147,156 QoQ
Shares Held
4,701
+29.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,288
of 2,129 holders
Holding Since
Jun 2021
18 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, 2026Castleview Partners, LLC holds $1,260,389 across 3 Integrated Freight & Logistics names. UPS ranks #1 (40.1% of the industry book) .
All Filings in UPS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,357 | 4,701 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $358,201 | 3,641 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $309,076 | 3,116 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $203,228 | 2,433 | Shares | Sole | 2025-10-10 | |
| 2024-12-31 | $214,874 | 1,704 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $224,551 | 1,647 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $237,297 | 1,734 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $248,360 | 1,671 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $274,523 | 1,746 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $261,393 | 1,677 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $284,290 | 1,586 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $364,119 | 1,877 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $322,125 | 1,853 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $324,049 | 2,006 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $365 | 2 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $422,700 | 1,971 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,548,000 | 331,798 | Shares | Sole | 2022-02-17 | |
| 2021-06-30 | $264,953 | 1,274 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||