Cassaday & Co Wealth Management LLC
Position in UPS — United Parcel Service Inc
CIK 1963612
MCLEAN, VA
Position in UPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$21,930
+$877 QoQ
Shares Held
204
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,974
of 2,129 holders
Holding Since
Mar 2023
3 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, 2026Cassaday & Co Wealth Management LLC holds $469,234 across 5 Integrated Freight & Logistics names. UPS ranks #4 (4.7% of the industry book) .
All Filings in UPS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,930 | 204 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $21,053 | 214 | Shares | Sole | 2026-05-07 | |
| 2023-03-31 | $232,012 | 1,196 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||