Position in UPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,858,245
+$336,012 QoQ
Shares Held
17,286
+11.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#777
of 2,129 holders
Holding Since
Dec 2022
15 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, 2026Richard W. Paul & Associates, LLC holds $2,246,875 across 3 Integrated Freight & Logistics names. UPS ranks #1 (82.7% of the industry book) .
All Filings in UPS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,858,245 | 17,286 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,522,233 | 15,473 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,519,293 | 15,317 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,266,899 | 15,167 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $896,650 | 8,883 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $768,280 | 6,985 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $924,565 | 7,332 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $989,010 | 7,254 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $524,135 | 3,830 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $539,526 | 3,630 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $493,073 | 3,136 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $489,586 | 3,141 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $506,738 | 2,827 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $467,514 | 2,410 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $393,918 | 2,266 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||