AXXCESS WEALTH MANAGEMENT, LLC

Position in UPS — United Parcel Service Inc

CIK 1911056 CARLSBAD, CA

Position in UPS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,775,577

+$927,148 QoQ

Shares Held

16,517

+91.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#269

of 883 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Industrials · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $8,600,135 across 5 Integrated Freight & Logistics names. UPS ranks #2 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CHRW	C. H. Robinson Worldwide, Inc.	28,659	$5,397,636
2	UPS	United Parcel Service Inc This page	16,517	$1,775,577
3	FDX	Fedex Corp	3,754	$1,175,490
4	FDXF	FedEx Freight Holding Company, Inc.	1,532	$231,332
5	CJMB	Callan Jmb Inc.	25,000	$20,100

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,775,577	16,517	+91.5%	Shares	Sole	2026-07-28
2026-03-31	$848,429	8,624	-40.4%	Shares	Sole	2026-04-29
2025-12-31	$1,435,676	14,474	+74.1%	Shares	Sole	2026-02-19
2025-09-30	$694,301	8,312	+265.7%	Shares	Sole	2025-11-07
2025-06-30	$229,436	2,273	-70.2%	Shares	Sole	2025-07-28
2025-03-31	$838,123	7,620	-37.9%	Shares	Sole	2025-04-30
2024-12-31	$1,546,238	12,262	-75.6%	Shares	Sole	2025-02-10
2024-09-30	$6,849,176	50,236	-8.4%	Shares	Sole	2024-11-04
2024-06-30	$7,506,359	54,851	+3.1%	Shares	Sole	2024-08-09
2024-03-31	$7,906,224	53,194	-3.1%	Shares	Sole	2024-05-14
2023-12-31	$8,630,983	54,894	-64.8%	Shares	Sole	2024-02-06
2023-09-30	$24,328,501	156,082	-15.7%	Shares	Sole	2023-11-14
2023-06-30	$33,206,421	185,252	+56.5%	Shares	Sole	2023-08-08
2023-03-31	$22,957,164	118,342	-0.4%	Shares	Sole	2023-05-03
2022-12-31	$20,650,279	118,789	-0.3%	Shares	Sole	2023-02-16
2022-09-30	$19,256,214	119,204	+59.3%	Shares	Sole	2022-11-14
2022-06-30	$13,661,293	74,840	+2.3%	Shares	Sole	2022-08-11
2022-03-31	$15,690,536	73,163	+0.3%	Shares	Sole	2022-08-11
2021-12-31	$15,642,318	72,979	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.