Kingsview Wealth Management, LLC
Position in UPS — United Parcel Service Inc
CIK 1791965
GRANTS PASS, OR
Position in UPS
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$3,172,110
+$345,653 QoQ
Shares Held
29,508
+2.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#592
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)
Derivatives in UPS
reported options exposure · as of Sep 30, 2021CallValue
$18,210
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $13,967,796 across 7 Integrated Freight & Logistics names. UPS ranks #3 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBHT |
Hunt J B Transport Services Inc
|
16,944 | $4,904,101 | |
| 2 | EXPD |
Expeditors International Of Washington Inc
|
23,433 | $3,819,109 | |
| 3 | UPS |
United Parcel Service Inc
This page
|
29,508 | $3,172,110 | |
| 4 | FDX |
Fedex Corp
|
4,188 | $1,311,388 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,480 | $278,743 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
1,822 | $275,122 | |
| 7 | LSTR |
Landstar System Inc
|
1,002 | $207,223 |
All Filings in UPS
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,172,110 | 29,508 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $2,826,457 | 28,730 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,811,143 | 28,341 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,128,344 | 25,480 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,904,863 | 38,685 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,542,227 | 32,205 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,612,792 | 20,720 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $5,451,009 | 39,981 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,765,601 | 20,209 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,048,698 | 20,512 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $10,974,811 | 69,801 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,336,083 | 53,481 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $9,525,703 | 53,142 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,455,617 | 38,433 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,870,678 | 39,523 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,160,327 | 38,135 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,335,415 | 34,707 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $6,277,887 | 29,273 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $6,011,379 | 28,046 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $4,390,795 | 24,112 | Shares | Sole | 2021-12-03 | |
| 2021-09-30 | $18,210 | 100 | Call | Sole | 2021-12-03 | |
| 2021-06-30 | $4,548,927 | 21,873 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $3,000 | 100 | Call | Sole | 2021-05-24 | |
| 2021-03-31 | $3,730,940 | 21,948 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,000 | 2,500 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $4,293,863 | 25,498 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,000 | 100 | Call | Sole | 2020-11-19 | |
| 2020-09-30 | $3,261,948 | 19,576 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $2,167,454 | 19,495 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,667,173 | 17,846 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||