Position in UPS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$413,875
-$175,519 QoQ
Shares Held
3,850
-35.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,395
of 2,129 holders
Holding Since
Dec 2022
14 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, 2026CATALYST FINANCIAL PARTNERS LLC holds $1,281,325 across 3 Integrated Freight & Logistics names. UPS ranks #2 (32.3% of the industry book) .
All Filings in UPS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,875 | 3,850 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $589,394 | 5,991 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $279,418 | 2,817 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $229,840 | 2,277 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $274,095 | 2,492 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $349,423 | 2,771 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $350,530 | 2,571 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $383,727 | 2,804 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $472,643 | 3,180 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $566,342 | 3,602 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $579,212 | 3,716 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $729,547 | 4,070 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $690,022 | 3,557 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $239,551 | 1,378 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||