Position in UPS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,442,972
+$254,936 QoQ
Shares Held
13,423
+11.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#883
of 2,136 holders
Holding Since
Sep 2022
13 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, 2026Icon Wealth Advisors, LLC holds $3,249,175 across 3 Integrated Freight & Logistics names. UPS ranks #2 (44.4% of the industry book) .
All Filings in UPS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,442,972 | 13,423 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,188,036 | 12,076 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $998,049 | 10,062 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $688,370 | 8,241 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $779,155 | 7,719 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $898,288 | 8,167 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,681,669 | 13,336 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,865,540 | 13,683 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,111,906 | 8,125 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,855,776 | 19,214 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,034,381 | 19,299 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $5,655,189 | 32,531 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,219,034 | 32,308 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||