Position in UPS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$625,303
-$11,893 QoQ
Shares Held
6,356
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 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 Mar 31, 2026Leo Wealth, LLC holds $1,126,448 across 2 Integrated Freight & Logistics names. UPS ranks #1 (55.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
6,356 | $625,303 | |
| 2 | FDX |
Fedex Corp
|
1,746 | $501,145 |
All Filings in UPS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $625,303 | 6,356 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $637,196 | 6,424 | Shares | Sole | 2026-01-21 | |
| 2025-06-30 | $416,175 | 4,123 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $246,927 | 2,245 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $629,869 | 4,995 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $436,833 | 3,204 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $274,657 | 2,007 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $370,980 | 2,496 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $360,056 | 2,290 | Shares | Sole | 2024-03-14 | |
| No filing history on record for this holder in this stock. | ||||||