Position in UPS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$117,712
+$14,709 QoQ
Shares Held
1,095
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,826
of 2,129 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $203,744 across 9 Integrated Freight & Logistics names. UPS ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
1,095 | $117,712 | |
| 2 | FDX |
Fedex Corp
|
126 | $39,454 | |
| 3 | FDXF |
FedEx Freight Holding Company, Inc.
|
126 | $19,026 | |
| 4 | PBI |
Pitney Bowes Inc /De/
|
1,000 | $17,520 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
20 | $3,766 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
17 | $2,770 | |
| 7 | JBHT |
Hunt J B Transport Services Inc
|
7 | $2,026 | |
| 8 | ZTO |
ZTO Express (Cayman) Inc.
|
38 | $850 |
All Filings in UPS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,712 | 1,095 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $103,003 | 1,047 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $98,991 | 998 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||