Position in UPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,299,245
+$495,488 QoQ
Shares Held
12,086
+169.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#920
of 2,136 holders
Holding Since
Mar 2021
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, 202644 WEALTH MANAGEMENT LLC holds $3,391,579 across 2 Integrated Freight & Logistics names. UPS ranks #2 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
6,682 | $2,092,334 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
12,086 | $1,299,245 |
All Filings in UPS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,299,245 | 12,086 | Shares | Sole | 2026-08-14 | |
| 2023-06-30 | $803,757 | 4,484 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,868,918 | 14,789 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,424,024 | 13,944 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,860,294 | 11,516 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,794,733 | 9,832 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,553,548 | 7,244 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,239,956 | 5,785 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $989,349 | 5,433 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $998,256 | 4,800 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $539,208 | 3,172 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||