NewEdge Wealth, LLC

Position in UPS — United Parcel Service Inc

CIK 1861796 STAMFORD, CT

Position in UPS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,246,642

+$328,724 QoQ

Shares Held

20,899

+7.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#712

of 2,129 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Industrials · as of Jun 30, 2026

NewEdge Wealth, LLC holds $8,650,036 across 5 Integrated Freight & Logistics names. UPS ranks #2 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LSTR	Landstar System Inc	18,173	$3,758,358
2	UPS	United Parcel Service Inc This page	20,899	$2,246,642
3	FDX	Fedex Corp	4,344	$1,360,236
4	HUBG	Hub Group, Inc.	21,509	$941,879
5	FDXF	FedEx Freight Holding Company, Inc.	2,271	$342,921

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,246,642	20,899	+7.2%	Shares	Sole	2026-08-10
2026-03-31	$1,917,918	19,495	-5.2%	Shares	Sole	2026-05-13
2025-12-31	$2,039,445	20,561	+30.6%	Shares	Sole	2026-02-03
2025-09-30	$1,314,929	15,742	+72.5%	Shares	Sole	2025-11-07
2025-06-30	$921,077	9,125	-64.0%	Shares	Sole	2025-08-11
2025-03-31	$2,787,036	25,339	+8.7%	Shares	Sole	2025-05-09
2024-12-31	$2,938,382	23,302	-10.0%	Shares	Sole	2025-02-05
2024-09-30	$3,531,751	25,904	+1.7%	Shares	Sole	2024-11-12
2024-06-30	$3,485,843	25,472	-8.8%	Shares	Sole	2024-08-02
2024-03-31	$4,149,600	27,919	-3.8%	Shares	Sole	2024-05-06
2023-12-31	$4,564,858	29,033	-61.1%	Shares	Sole	2024-01-29
2023-09-30	$11,642,397	74,693	+6.5%	Shares	Sole	2023-11-08
2023-06-30	$12,569,368	70,122	+13.0%	Shares	Sole	2023-08-09
2023-03-31	$12,041,541	62,073	+5.2%	Shares	Sole	2023-05-08
2022-12-31	$10,261,775	59,030	+5.5%	Shares	Sole	2023-02-14
2022-09-30	$9,038,163	55,950	+8.2%	Shares	Sole	2022-11-14
2022-06-30	$9,442,611	51,729	+66.6%	Shares	Sole	2022-08-09
2022-03-31	$6,659,626	31,053	+16.2%	Shares	Sole	2022-05-10
2021-12-31	$5,727,593	26,722	+10.8%	Shares	Sole	2022-01-31
2021-09-30	$4,393,526	24,127	+4.4%	Shares	Sole	2021-11-12
2021-06-30	$4,805,770	23,108	+8.5%	Shares	Sole	2021-08-11
2021-03-31	$3,621,296	21,303	+231.3%	Shares	Sole	2021-05-13
2020-12-31	$1,082,980	6,431	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.