Position in UPS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$781,955
+$105,101 QoQ
Shares Held
7,274
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,115
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, 2026Forza Wealth Management, LLC holds $1,837,949 across 3 Integrated Freight & Logistics names. UPS ranks #2 (42.5% 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 | $781,955 | 7,274 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $676,854 | 6,880 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $651,876 | 6,572 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $508,363 | 6,086 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $471,389 | 4,670 | Shares | Sole | 2025-07-18 | |
| 2024-12-31 | $222,818 | 1,767 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $238,595 | 1,750 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $239,487 | 1,750 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $250,144 | 1,683 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $264,618 | 1,683 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $320,624 | 2,057 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $368,717 | 2,057 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $399,037 | 2,057 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $292,572 | 1,683 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||