Position in UPS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$262,407
+$22,655 QoQ
Shares Held
2,441
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,628
of 2,129 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Spire Wealth Management holds $570,771 across 11 Integrated Freight & Logistics names. UPS ranks #1 (46.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
2,441 | $262,407 | |
| 2 | FDX |
Fedex Corp
|
542 | $169,716 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
179 | $51,807 | |
| 4 | LSTR |
Landstar System Inc
|
202 | $41,775 | |
| 5 | SERV |
Serve Robotics Inc. /DE/
|
1,910 | $12,567 | |
| 6 | GXO |
GXO Logistics, Inc.
|
200 | $10,140 | |
| 7 | CHRW |
C. H. Robinson Worldwide, Inc.
|
48 | $9,040 | |
| 8 | ZTO |
ZTO Express (Cayman) Inc.
|
350 | $7,833 |
All Filings in UPS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,407 | 2,441 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $239,752 | 2,437 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,290,560 | 13,011 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $445,298 | 5,331 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $533,669 | 5,287 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,586,113 | 32,604 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,396,053 | 11,071 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,390,668 | 10,200 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,694,887 | 12,385 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,732,877 | 11,659 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,796,981 | 11,429 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,697,736 | 10,892 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,023,338 | 5,709 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,306,716 | 6,736 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $643,208 | 3,700 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $523,712 | 3,242 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,097,567 | 11,491 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,405,195 | 15,878 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,570,690 | 16,659 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,635,169 | 14,471 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,831,095 | 13,613 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,806,024 | 16,507 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||