Position in UPS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$255,742
-$31,100 QoQ
Shares Held
2,379
-30.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,645
of 2,129 holders
Holding Since
Mar 2023
12 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, 2026FIDELIS CAPITAL PARTNERS, LLC holds $1,229,406 across 4 Integrated Freight & Logistics names. UPS ranks #4 (20.8% of the industry book) .
All Filings in UPS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,742 | 2,379 | Shares | Sole | 2026-08-13 | |
| 2025-09-30 | $286,842 | 3,434 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $254,974 | 2,526 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $294,333 | 2,676 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $444,880 | 3,528 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $391,432 | 2,871 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $304,491 | 2,225 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $417,055 | 2,806 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $380,968 | 2,423 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $335,276 | 2,151 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $349,716 | 1,951 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $402,335 | 2,074 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||