Position in UPS
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$784,773
+$211,062 QoQ
Shares Held
7,977
+37.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 0%
Shared 92%
None 8%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $2,674,652 across 3 Integrated Freight & Logistics names. UPS ranks #2 (29.3% of the industry book) .
All Filings in UPS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $784,773 | 7,977 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $573,711 | 5,784 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $692,850 | 6,864 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $648,607 | 5,897 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $478,169 | 3,792 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $348,483 | 2,556 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $225,174 | 1,515 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $210,688 | 1,340 | Shares | Other | 2024-02-09 | |
| 2023-03-31 | $501,076 | 2,583 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $472,320 | 2,717 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $282,532 | 1,749 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $334,986 | 1,562 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $274,998 | 1,283 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||