Position in UPS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$21,930
-$59,922 QoQ
Shares Held
204
-75.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,975
of 2,129 holders
Holding Since
Dec 2021
17 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, 2026Activest Wealth Management holds $162,074 across 8 Integrated Freight & Logistics names. UPS ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBHT |
Hunt J B Transport Services Inc
|
219 | $63,385 | |
| 2 | FDX |
Fedex Corp
|
144 | $45,090 | |
| 3 | UPS |
United Parcel Service Inc
This page
|
204 | $21,930 | |
| 4 | GXO |
GXO Logistics, Inc.
|
265 | $13,435 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
71 | $10,721 | |
| 6 | LSTR |
Landstar System Inc
|
29 | $5,997 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
7 | $1,140 | |
| 8 | CHRW |
C. H. Robinson Worldwide, Inc.
|
2 | $376 |
All Filings in UPS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,930 | 204 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $81,852 | 832 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $40,469 | 408 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $13,949 | 167 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $17,563 | 174 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,299 | 30 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $252 | 2 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $0 | 0 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,013 | 27 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,245 | 27 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $4,052 | 26 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $4,660 | 26 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,043 | 26 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $4,563 | 25 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $5,361 | 25 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $5,358 | 25 | Shares | Sole | 2022-01-13 | |
| No filing history on record for this holder in this stock. | ||||||