Position in UPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,798,517
+$836,788 QoQ
Shares Held
91,149
+0.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
6.47%
of 13F equity value
Holder Rank
#330
of 2,129 holders
Holding Since
Mar 2021
22 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, 2026Westshore Wealth, LLC holds $10,007,061 across 2 Integrated Freight & Logistics names. UPS ranks #1 (97.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
91,149 | $9,798,517 | |
| 2 | FDX |
Fedex Corp
|
666 | $208,544 |
All Filings in UPS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,798,517 | 91,149 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,961,729 | 91,093 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $9,035,415 | 91,092 | Shares | Sole | 2026-02-25 | |
| 2025-09-30 | $7,611,086 | 91,118 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $9,212,793 | 91,270 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $10,038,787 | 91,270 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,509,020 | 91,269 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $12,443,615 | 91,269 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $22,583,534 | 165,024 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $24,527,517 | 165,024 | Shares | Sole | 2024-11-01 | |
| 2023-12-31 | $25,946,723 | 165,024 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $25,722,135 | 165,023 | Shares | Sole | 2024-02-15 | |
| 2023-06-30 | $29,580,372 | 165,023 | Shares | Sole | 2023-09-05 | |
| 2023-03-31 | $33,693,153 | 173,685 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $30,336,470 | 174,508 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $28,630,057 | 177,232 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $30,115,814 | 164,982 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $35,382,039 | 164,982 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $35,356,454 | 164,955 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $30,007,712 | 164,787 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $34,555,463 | 166,156 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $28,244,858 | 166,156 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||