Private Wealth Asset Management, LLC
Position in UPS — United Parcel Service Inc
CIK 1883006
OMAHA, NE
Position in UPS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$364,317
-$19,561 QoQ
Shares Held
3,389
-13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,462
of 2,129 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $533,135 across 6 Integrated Freight & Logistics names. UPS ranks #1 (68.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
3,389 | $364,317 | |
| 2 | FDX |
Fedex Corp
|
252 | $78,908 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
247 | $46,519 | |
| 4 | PBI |
Pitney Bowes Inc /De/
|
950 | $16,644 | |
| 5 | LSTR |
Landstar System Inc
|
68 | $14,063 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
84 | $12,684 |
All Filings in UPS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,317 | 3,389 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $383,878 | 3,902 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $393,387 | 3,966 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $409,965 | 4,908 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $536,899 | 5,319 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $695,796 | 6,326 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||