Concord Wealth Partners

Position in UPS — United Parcel Service Inc

CIK 1814214 ABINGDON, VA

Position in UPS

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

Position Value

$127,280

+$12,220 QoQ

Shares Held

1,184

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,822

of 2,129 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Concord Wealth Partners holds $136,925 across 3 Integrated Freight & Logistics names. UPS ranks #1 (93.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	1,184	$127,280
2	EXPD	Expeditors International Of Washington Inc	30	$4,889
3	LSTR	Landstar System Inc	23	$4,756

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$127,280	1,184	+2.1%	Shares	Sole	2026-07-27
2025-12-31	$115,060	1,160	-0.9%	Shares	Sole	2026-01-29
2025-09-30	$97,813	1,171	-24.9%	Shares	Sole	2025-11-05
2025-06-30	$157,365	1,559	+50.2%	Shares	Sole	2025-07-25
2025-03-31	$114,169	1,038	-29.6%	Shares	Sole	2025-05-02
2024-12-31	$185,871	1,474	-78.9%	Shares	Sole	2025-01-24
2024-09-30	$951,925	6,982	-48.1%	Shares	Sole	2024-10-24
2024-06-30	$1,839,674	13,443	+1.9%	Shares	Sole	2024-07-31
2024-03-31	$1,960,281	13,189	+38.8%	Shares	Sole	2024-04-30
2023-12-31	$1,493,842	9,501	+7.2%	Shares	Sole	2024-04-30
2023-09-30	$1,381,475	8,863	+54.7%	Shares	Sole	2024-04-30
2023-06-30	$1,027,281	5,731	+33.5%	Shares	Sole	2023-08-08
2023-03-31	$832,993	4,294	+32.3%	Shares	Sole	2023-04-26
2022-12-31	$564,284	3,246	-13.1%	Shares	Sole	2023-01-30
2022-09-30	$603,513	3,736	-0.2%	Shares	Sole	2022-11-10
2022-06-30	$683,429	3,744	-3.7%	Shares	Sole	2022-08-04
2022-03-31	$833,606	3,887	+2.4%	Shares	Sole	2022-04-20
2021-12-31	$813,420	3,795	+128.9%	Shares	Sole	2022-01-21
2021-09-30	$301,921	1,658	-40.2%	Shares	Sole	2021-11-09
2021-06-30	$576,700	2,773	-8.5%	Shares	Sole	2021-07-29
2021-03-31	$515,069	3,030	+100.4%	Shares	Sole	2021-05-13
2020-12-31	$254,620	1,512	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.