Accurate Wealth Management, LLC
Position in UPS — United Parcel Service Inc
CIK 1877728
WESLEY CHAPEL, FL
Position in UPS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$644,247
+$70,692 QoQ
Shares Held
5,993
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,191
of 2,129 holders
Holding Since
Jun 2021
21 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, 2026Accurate Wealth Management, LLC holds $1,695,737 across 2 Integrated Freight & Logistics names. UPS ranks #2 (38.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
3,358 | $1,051,490 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
5,993 | $644,247 |
All Filings in UPS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $644,247 | 5,993 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $573,555 | 5,830 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $598,016 | 6,029 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $534,174 | 6,395 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $343,902 | 3,407 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $356,697 | 3,243 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $502,886 | 3,988 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $444,604 | 3,261 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $446,678 | 3,264 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $463,131 | 3,116 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $528,292 | 3,360 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $536,348 | 3,441 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $503,334 | 2,808 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $511,745 | 2,638 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $419,649 | 2,414 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $240,856 | 1,491 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $391,183 | 2,143 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $497,761 | 2,321 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $471,333 | 2,199 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $378,403 | 2,078 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $442,768 | 2,129 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||