Cooper Financial Group

Position in UPS — United Parcel Service Inc

CIK 1751581 IRVINE, CA

Position in UPS

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$4,843,842

+$434,648 QoQ

Shares Held

45,059

+0.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#474

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cooper Financial Group holds $6,438,681 across 4 Integrated Freight & Logistics names. UPS ranks #1 (75.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	45,059	$4,843,842
2	FDX	Fedex Corp	3,572	$1,118,500
3	FDXF	FedEx Freight Holding Company, Inc.	1,800	$271,800
4	EXPD	Expeditors International Of Washington Inc	1,255	$204,539

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,843,842	45,059	+0.5%	Shares	Sole	2026-07-08
2026-03-31	$4,409,194	44,818	+0.4%	Shares	Sole	2026-04-07
2025-12-31	$4,427,742	44,639	-21.7%	Shares	Sole	2026-01-08
2025-09-30	$4,759,372	56,978	+0.1%	Shares	Sole	2025-10-07
2025-06-30	$5,744,192	56,907	-13.3%	Shares	Sole	2025-07-18
2025-03-31	$7,215,344	65,600	-0.5%	Shares	Sole	2025-05-12
2024-12-31	$8,310,872	65,907	+353.1%	Shares	Sole	2025-01-13
2024-09-30	$1,983,337	14,547	-12.6%	Shares	Sole	2024-11-14
2024-06-30	$2,277,457	16,642	+149.7%	Shares	Sole	2024-07-15
2024-03-31	$990,767	6,666	+4.5%	Shares	Sole	2024-04-11
2023-12-31	$1,003,284	6,381	-17.3%	Shares	Sole	2024-01-16
2023-09-30	$1,202,381	7,714	+1.8%	Shares	Sole	2023-10-13
2023-06-30	$1,357,998	7,576	+26.2%	Shares	Sole	2023-07-07
2023-03-31	$1,164,715	6,004	-2.1%	Shares	Sole	2023-05-11
2022-12-31	$1,066,508	6,135	+6.4%	Shares	Sole	2023-01-13
2022-09-30	$931,439	5,766	+6.3%	Shares	Sole	2022-10-13
2022-06-30	$990,279	5,425	+20.4%	Shares	Sole	2022-07-11
2022-03-31	$965,927	4,504	+0.4%	Shares	Sole	2022-04-25
2021-12-31	$961,957	4,488	-7.7%	Shares	Sole	2022-02-11
2021-09-30	$885,006	4,860	+0.3%	Shares	Sole	2021-10-06
2021-06-30	$1,008,030	4,847	+1.7%	Shares	Sole	2021-07-12
2021-03-31	$810,342	4,767	-2.6%	Shares	Sole	2021-05-17
2020-12-31	$824,486	4,896	+5.7%	Shares	Sole	2021-02-16
2020-09-30	$771,663	4,631	+4.5%	Shares	Sole	2020-10-09
2020-06-30	$492,527	4,430	+1.0%	Shares	Sole	2020-07-15
2020-03-31	$409,646	4,385	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.