Cornerstone Wealth Group, LLC

Position in UPS — United Parcel Service Inc

CIK 1774879 HUNTERSVILLE, NC

Position in UPS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$406,350

+$69,891 QoQ

Shares Held

3,780

+10.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,404

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Industrials · as of Jun 30, 2026

Cornerstone Wealth Group, LLC holds $1,078,548 across 3 Integrated Freight & Logistics names. UPS ranks #1 (37.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	3,780	$406,350
2	JBHT	Hunt J B Transport Services Inc	1,259	$364,392
3	FDX	Fedex Corp	983	$307,806

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$406,350	3,780	+10.5%	Shares	Sole	2026-07-27
2026-03-31	$336,459	3,420	+25.1%	Shares	Sole	2026-04-22
2025-12-31	$271,185	2,734	+9.3%	Shares	Sole	2026-01-26
2025-09-30	$208,908	2,501	-2.2%	Shares	Sole	2025-10-30
2025-06-30	$258,103	2,557	+3.9%	Shares	Sole	2025-07-28
2025-03-31	$270,575	2,460	-9.2%	Shares	Sole	2025-04-23
2024-12-31	$341,604	2,709	-15.1%	Shares	Sole	2025-01-22
2024-09-30	$434,924	3,190	+9.4%	Shares	Sole	2024-10-25
2024-06-30	$399,191	2,917	-6.6%	Shares	Sole	2024-07-24
2024-03-31	$464,022	3,122	+25.5%	Shares	Sole	2024-04-17
2023-12-31	$391,031	2,487	+0.9%	Shares	Sole	2024-02-13
2023-09-30	$384,063	2,464	-6.9%	Shares	Sole	2023-10-18
2023-06-30	$474,474	2,647	-83.1%	Shares	Sole	2023-08-02
2023-03-31	$3,036,331	15,652	-1.7%	Shares	Sole	2023-04-25
2022-12-31	$2,767,185	15,918	+376.9%	Shares	Sole	2023-01-25
2022-09-30	$539,220	3,338	+0.0%	Shares	Sole	2022-10-19
2022-06-30	$609,135	3,337	-78.2%	Shares	Sole	2022-07-20
2022-03-31	$3,283,168	15,309	+369.6%	Shares	Sole	2022-04-25
2021-12-31	$698,748	3,260	-3.9%	Shares	Sole	2022-01-25
2021-09-30	$618,047	3,394	+1.6%	Shares	Sole	2021-10-29
2021-06-30	$694,619	3,340	+2.2%	Shares	Sole	2021-07-21
2021-03-31	$555,697	3,269	+0.9%	Shares	Sole	2021-04-26
2020-12-31	$545,447	3,239	+1.4%	Shares	Sole	2021-01-28
2020-09-30	$532,216	3,194	-19.6%	Shares	Sole	2020-10-27
2020-06-30	$441,829	3,974	-5.8%	Shares	Sole	2020-07-27
2020-03-31	$393,952	4,217	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.