Confluence Wealth Services, Inc.
Position in UPS — United Parcel Service Inc
CIK 1910411
MCMURRAY, PA
Position in UPS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$847,852
+$180,147 QoQ
Shares Held
7,887
+16.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,083
of 2,129 holders
Holding Since
Dec 2021
19 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, 2026Confluence Wealth Services, Inc. holds $3,902,007 across 4 Integrated Freight & Logistics names. UPS ranks #3 (21.7% of the industry book) .
All Filings in UPS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $847,852 | 7,887 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $667,705 | 6,787 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $640,172 | 6,454 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $584,542 | 6,998 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $697,394 | 6,909 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $680,728 | 6,189 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $829,738 | 6,580 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,687,889 | 12,380 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,813,262 | 13,250 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,610,554 | 10,836 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,455,635 | 9,258 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,328,324 | 8,522 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,435,971 | 8,011 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,387,610 | 7,153 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $964,290 | 5,547 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $899,293 | 5,567 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,275,224 | 6,986 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,124,628 | 5,244 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,127,428 | 5,260 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||