Position in UPS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,077,365
+$47,032 QoQ
Shares Held
10,022
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#981
of 2,129 holders
Holding Since
Mar 2022
18 quarters on record
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Simplicity Wealth,LLC holds $2,580,169 across 3 Integrated Freight & Logistics names. UPS ranks #1 (41.8% of the industry book) .
All Filings in UPS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,077,365 | 10,022 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,030,333 | 10,473 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $916,813 | 9,243 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $338,045 | 4,047 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,065,219 | 10,553 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,392,913 | 12,664 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $675,391 | 5,356 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,766,421 | 12,956 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $5,314,159 | 38,832 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $5,733,848 | 38,578 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $388,987 | 2,474 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $279,786 | 1,795 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $313,508 | 1,749 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $339,288 | 1,749 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $304,567 | 1,752 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $282,533 | 1,749 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $319,262 | 1,749 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $387,743 | 1,808 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||