Position in UPS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$199,412
+$29,805 QoQ
Shares Held
1,855
+7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#661
of 821 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, 2026True Wealth Design, LLC holds $1,012,386 across 13 Integrated Freight & Logistics names. UPS ranks #3 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBHT |
Hunt J B Transport Services Inc
|
1,707 | $494,057 | |
| 2 | FDX |
Fedex Corp
|
637 | $199,463 | |
| 3 | UPS |
United Parcel Service Inc
This page
|
1,855 | $199,412 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
312 | $47,112 | |
| 5 | LSTR |
Landstar System Inc
|
213 | $44,050 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
78 | $12,712 | |
| 7 | CHRW |
C. H. Robinson Worldwide, Inc.
|
35 | $6,591 | |
| 8 | ZTO |
ZTO Express (Cayman) Inc.
|
204 | $4,565 |
All Filings in UPS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,412 | 1,855 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $169,607 | 1,724 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $167,829 | 1,692 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $38,507 | 461 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $70,960 | 703 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $63,464 | 577 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,809 | 54 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $29,176 | 214 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,884 | 43 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,809 | 66 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,962 | 57 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $666,344 | 4,275 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $768,086 | 4,285 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $831,053 | 4,284 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,432 | 37 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||