JACKSON THORNTON WEALTH MANAGEMENT, LLC
Position in UPS — United Parcel Service Inc
CIK 1903880
MONTGOMERY, AL
Position in UPS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$444,834
+$202,919 QoQ
Shares Held
4,138
+68.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,359
of 2,129 holders
Holding Since
Dec 2025
3 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, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $3,617,620 across 4 Integrated Freight & Logistics names. UPS ranks #3 (12.3% of the industry book) .
All Filings in UPS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,834 | 4,138 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $241,915 | 2,459 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $447,048 | 4,507 | Shares | Other | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||