NORTHCAPE WEALTH MANAGEMENT, LLC
Position in UPS — United Parcel Service Inc
CIK 1902806
WILLIAMSVILLE, NY
Position in UPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$861,827
+$359,598 QoQ
Shares Held
8,017
+57.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,075
of 2,129 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026NORTHCAPE WEALTH MANAGEMENT, LLC holds $1,909,897 across 3 Integrated Freight & Logistics names. UPS ranks #1 (45.1% of the industry book) .
All Filings in UPS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $861,827 | 8,017 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $502,229 | 5,105 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $506,464 | 5,106 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $391,588 | 4,688 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $468,058 | 4,637 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $485,605 | 4,415 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $530,502 | 4,207 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,605,730 | 19,112 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,535,830 | 18,530 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,753,519 | 18,526 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,933,125 | 18,655 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,919,912 | 18,733 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,310,030 | 18,466 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,555,836 | 18,330 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,193,860 | 12,620 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,442,161 | 15,118 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,743,576 | 15,030 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,289,173 | 15,337 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,225,817 | 15,050 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||