Position in UPS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,604,545
+$139,766 QoQ
Shares Held
14,926
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#837
of 2,129 holders
Holding Since
Dec 2020
23 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, 2026Tradition Wealth Management, LLC holds $2,244,381 across 3 Integrated Freight & Logistics names. UPS ranks #1 (71.5% of the industry book) .
All Filings in UPS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,604,545 | 14,926 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,464,779 | 14,889 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,364,755 | 13,759 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,174,932 | 14,066 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,417,904 | 14,047 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,577,146 | 14,339 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,762,121 | 13,974 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,915,577 | 14,050 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,927,942 | 14,088 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,133,137 | 14,352 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,313,010 | 14,711 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,346,934 | 15,057 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,674,051 | 14,918 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $434,731 | 2,241 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $207,564 | 1,194 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $203,055 | 1,257 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $318,349 | 1,744 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $515,132 | 2,402 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $485,265 | 2,264 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $411,363 | 2,259 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $449,839 | 2,163 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $366,668 | 2,157 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $57,929 | 344 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||