Prestige Wealth Management Group LLC
Position in UPS — United Parcel Service Inc
CIK 1772715
FLEMINGTON, NJ
Position in UPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,802
+$2,521 QoQ
Shares Held
147
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,001
of 2,129 holders
Holding Since
Mar 2020
18 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, 2026Prestige Wealth Management Group LLC holds $72,597 across 10 Integrated Freight & Logistics names. UPS ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
80 | $25,049 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
147 | $15,802 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
56 | $10,547 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
44 | $7,171 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
39 | $5,889 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
15 | $4,341 | |
| 7 | LSTR |
Landstar System Inc
|
11 | $2,274 | |
| 8 | HUBG |
Hub Group, Inc.
|
18 | $788 |
All Filings in UPS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,802 | 147 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,281 | 135 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $16,465 | 166 | Shares | Sole | 2026-02-11 | |
| 2024-03-31 | $377,371 | 2,539 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $508,532 | 2,837 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $550,543 | 2,838 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $453,200 | 2,607 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $373,318 | 2,311 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $384,063 | 2,104 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $331,125 | 1,544 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $305,648 | 1,426 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $222,708 | 1,223 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $181,765 | 874 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $40,796 | 240 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $41,257 | 245 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $39,657 | 238 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $13,341 | 120 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $9,155 | 98 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||