Bay Harbor Wealth Management, LLC

Position in UPS — United Parcel Service Inc

CIK 1767989 Hunt Valley, MD

Position in UPS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$11,502

+$4,124 QoQ

Shares Held

107

+42.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,015

of 2,129 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $45,237 across 9 Integrated Freight & Logistics names. UPS ranks #2 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp	39	$12,212
2	UPS	United Parcel Service Inc This page	107	$11,502
3	EXPD	Expeditors International Of Washington Inc	35	$5,704
4	JBHT	Hunt J B Transport Services Inc	18	$5,209
5	CHRW	C. H. Robinson Worldwide, Inc.	26	$4,896
6	FDXF	FedEx Freight Holding Company, Inc.	18	$2,718
7	LSTR	Landstar System Inc	8	$1,654
8	GXO	GXO Logistics, Inc.	17	$861

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,502	107	+42.7%	Shares	Other	2026-07-28
2026-03-31	$7,378	75	+27.1%	Shares	Other	2026-04-14
2025-12-31	$5,852	59	+68.6%	Shares	Other	2026-02-02
2025-09-30	$2,923	35	+84.2%	Shares	Other	2025-10-09
2025-06-30	$1,917	19	+18.8%	Shares	Sole	2025-07-22
2025-03-31	$1,759	16	-57.9%	Shares	Sole	2025-05-12
2020-12-31	$6,399	38	-95.6%	Shares	Sole	2021-02-09
2020-09-30	$144,301	866	-65.0%	Shares	Other	2020-10-27
2020-06-30	$275,392	2,477	+21.1%	Shares	Other	2020-07-16
2020-03-31	$191,043	2,045	—	Shares	Other	2020-05-20
No filing history on record for this holder in this stock.