Position in UPS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$637,905
-$100,830 QoQ
Shares Held
5,934
-21.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,194
of 2,129 holders
Holding Since
Jun 2023
11 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, 2026Rothschild Wealth LLC holds $3,746,336 across 6 Integrated Freight & Logistics names. UPS ranks #3 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBHT |
Hunt J B Transport Services Inc
|
3,701 | $1,071,180 | |
| 2 | FDX |
Fedex Corp
|
3,089 | $967,258 | |
| 3 | UPS |
United Parcel Service Inc
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|
5,934 | $637,905 | |
| 4 | RLGT |
Radiant Logistics, Inc
|
50,754 | $480,132 | |
| 5 | LSTR |
Landstar System Inc
|
1,738 | $359,435 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
1,526 | $230,426 |
All Filings in UPS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,905 | 5,934 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $738,735 | 7,509 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $558,340 | 5,629 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $266,627 | 3,192 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $322,604 | 3,196 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $319,960 | 2,909 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $503,391 | 3,992 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,328,360 | 9,743 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $509,492 | 3,723 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $563,604 | 3,792 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $662,508 | 3,696 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||