Position in UPS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,342,317
-$1,965,841 QoQ
Shares Held
21,789
-50.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#700
of 2,129 holders
Holding Since
Mar 2020
26 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, 2026Integrated Wealth Concepts LLC holds $19,060,249 across 16 Integrated Freight & Logistics names. UPS ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
20,673 | $6,473,336 | |
| 2 | JBHT |
Hunt J B Transport Services Inc
|
19,569 | $5,663,855 | |
| 3 | UPS |
United Parcel Service Inc
This page
|
21,789 | $2,342,317 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
9,916 | $1,497,316 | |
| 5 | LSTR |
Landstar System Inc
|
5,723 | $1,183,573 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
5,520 | $899,649 | |
| 7 | CHRW |
C. H. Robinson Worldwide, Inc.
|
3,212 | $604,948 | |
| 8 | RLGT |
Radiant Logistics, Inc
|
16,327 | $154,453 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,342,317 | 21,789 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,308,158 | 43,791 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,130,833 | 31,564 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $4,155,617 | 49,750 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $5,430,471 | 53,799 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $5,215,395 | 47,417 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $6,695,027 | 53,093 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $6,571,042 | 48,196 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $6,505,027 | 47,534 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $8,532,105 | 57,405 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $9,225,784 | 58,677 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $9,477,207 | 60,802 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $11,750,913 | 65,556 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $12,605,082 | 64,978 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $5,995,393 | 34,488 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $2,453,954 | 15,191 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,590,242 | 14,190 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $2,759,027 | 12,865 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $2,315,729 | 10,804 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,802,061 | 9,896 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,805,179 | 8,680 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $1,471,943 | 8,659 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $956,006 | 5,677 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $822,485 | 4,936 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $553,120 | 4,975 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $532,774 | 5,703 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||