Position in UPS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$17,737
-$18,860 QoQ
Shares Held
165
-55.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,991
of 2,129 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $888,624 across 7 Integrated Freight & Logistics names. UPS ranks #2 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBHT |
Hunt J B Transport Services Inc
|
2,941 | $851,213 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
165 | $17,737 | |
| 3 | FDX |
Fedex Corp
|
46 | $14,403 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
21 | $3,171 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
6 | $1,130 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
5 | $814 | |
| 7 | ZTO |
ZTO Express (Cayman) Inc.
|
7 | $156 |
All Filings in UPS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,737 | 165 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $36,597 | 372 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $42,155 | 425 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $33,829 | 405 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $41,385 | 410 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $45,095 | 410 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $35,686 | 283 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $32,994 | 242 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $32,844 | 240 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $37,008 | 249 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $48,269 | 307 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $35,694 | 229 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $24,915 | 139 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $19,592 | 101 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $11,821 | 68 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $19,707 | 122 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||