Position in UPS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$224,567
+$90,476 QoQ
Shares Held
2,089
+53.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,718
of 2,129 holders
Holding Since
Sep 2024
8 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, 2026Peterson Wealth Services holds $491,351 across 2 Integrated Freight & Logistics names. UPS ranks #2 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LSTR |
Landstar System Inc
|
1,290 | $266,784 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
2,089 | $224,567 |
All Filings in UPS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,567 | 2,089 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $134,091 | 1,363 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $91,651 | 924 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $384,906 | 4,608 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $114,163 | 1,131 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $140,787 | 1,280 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $159,138 | 1,262 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $170,561 | 1,251 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||