Abundance Wealth Counselors
Position in UPS — United Parcel Service Inc
CIK 1767080
STATE COLLEGE, PA
Position in UPS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,270,077
+$1,101,421 QoQ
Shares Held
21,117
+77.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#709
of 2,129 holders
Holding Since
Sep 2024
8 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, 2026Abundance Wealth Counselors holds $3,373,883 across 3 Integrated Freight & Logistics names. UPS ranks #1 (67.3% of the industry book) .
All Filings in UPS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,270,077 | 21,117 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,168,656 | 11,879 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,001,323 | 10,095 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $808,904 | 9,684 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $906,138 | 8,977 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $910,277 | 8,276 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $743,990 | 5,900 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $917,431 | 6,729 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||