Position in UPS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,958,007
+$399,767 QoQ
Shares Held
46,121
-0.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#465
of 2,129 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026HB Wealth Management, LLC holds $20,278,949 across 7 Integrated Freight & Logistics names. UPS ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
28,892 | $9,046,951 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
46,121 | $4,958,007 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
7,659 | $2,216,744 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
6,115 | $1,151,699 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
6,918 | $1,127,495 | |
| 6 | PBI |
Pitney Bowes Inc /De/
|
63,088 | $1,105,301 | |
| 7 | LSTR |
Landstar System Inc
|
3,253 | $672,752 |
All Filings in UPS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,958,007 | 46,121 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,558,240 | 46,333 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,542,108 | 45,792 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,485,957 | 41,733 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,077,673 | 40,397 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,737,819 | 43,075 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,931,266 | 39,106 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,488,721 | 32,923 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,024,310 | 36,714 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,845,469 | 39,329 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,325,048 | 40,228 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $6,421,688 | 41,199 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $7,015,665 | 39,139 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $6,640,083 | 34,229 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $6,697,359 | 38,526 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,346,947 | 20,719 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $4,916,897 | 26,936 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $5,010,428 | 23,363 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,883,301 | 13,452 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||