Position in UPS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$400,975
+$26,640 QoQ
Shares Held
3,730
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,418
of 2,129 holders
Holding Since
Dec 2022
14 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, 2026Lodestone Wealth Management LLC holds $1,067,785 across 4 Integrated Freight & Logistics names. UPS ranks #2 (37.6% of the industry book) .
All Filings in UPS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,975 | 3,730 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $374,335 | 3,805 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $377,913 | 3,810 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $313,237 | 3,750 | Shares | Sole | 2025-10-24 | |
| 2025-03-31 | $208,431 | 1,895 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $224,962 | 1,784 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $240,503 | 1,764 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $252,077 | 1,842 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $267,831 | 1,802 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $273,894 | 1,742 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $265,758 | 1,705 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $307,772 | 1,717 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $328,424 | 1,693 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $294,136 | 1,692 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||