Position in UPS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$51,649,127
+$27,540,321 QoQ
Shares Held
480,457
+96.1% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
13.56%
of 13F equity value
Holder Rank
#116
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, 2026Centric Wealth Management holds $52,027,074 across 2 Integrated Freight & Logistics names. UPS ranks #1 (99.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
480,457 | $51,649,127 | |
| 2 | FDX |
Fedex Corp
|
1,207 | $377,947 |
All Filings in UPS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,649,127 | 480,457 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $24,108,806 | 245,058 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $26,020,115 | 262,326 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $25,040,122 | 299,774 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $30,465,508 | 301,818 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $37,674,874 | 342,530 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $44,026,554 | 349,140 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $47,639,377 | 349,416 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $48,720,242 | 356,012 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $52,996,999 | 356,570 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $51,649,583 | 328,497 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $52,288,461 | 335,462 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $60,849,459 | 339,467 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $67,323,065 | 347,044 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $60,732,916 | 349,361 | Shares | Sole | 2023-01-04 | |
| 2022-09-30 | $61,200,882 | 378,859 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $69,177,913 | 378,974 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $81,342,533 | 379,290 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $81,695,905 | 381,151 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $73,562,208 | 403,966 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $84,080,399 | 404,291 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $69,012,540 | 405,980 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $68,437,928 | 406,401 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $70,319,193 | 422,008 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $46,815,118 | 421,075 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $39,423,987 | 422,008 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||