ELEVATION POINT WEALTH PARTNERS, LLC
Position in UPS — United Parcel Service Inc
CIK 1744349
DENVER, CO
Position in UPS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,868,172
+$258,118 QoQ
Shares Held
35,983
-1.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#532
of 2,129 holders
Holding Since
Mar 2020
22 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $9,283,105 across 6 Integrated Freight & Logistics names. UPS ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
35,983 | $3,868,172 | |
| 2 | FDX |
Fedex Corp
|
7,498 | $2,347,848 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
11,409 | $2,148,771 | |
| 4 | LSTR |
Landstar System Inc
|
2,006 | $414,860 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
1,863 | $281,313 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
1,363 | $222,141 |
All Filings in UPS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,868,172 | 35,983 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,610,054 | 36,695 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $354,604 | 3,575 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $109,418 | 1,084 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $480,343 | 3,510 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $532,689 | 3,584 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $962,876 | 6,124 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $945,819 | 6,068 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,086,255 | 6,060 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,162,776 | 5,994 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,042,866 | 5,999 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,264,050 | 7,825 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,436,954 | 7,872 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,683,082 | 7,848 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,691,356 | 7,891 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,428,938 | 7,847 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,422,098 | 6,838 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,157,971 | 6,812 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,075,739 | 6,388 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,040,104 | 6,242 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $716,666 | 6,446 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $651,043 | 6,969 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||