Position in UPS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,068,872
-$891,841 QoQ
Shares Held
9,943
-50.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#985
of 2,129 holders
Holding Since
Dec 2022
8 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, 2026Gateway Wealth Partners, LLC holds $2,143,987 across 4 Integrated Freight & Logistics names. UPS ranks #1 (49.9% of the industry book) .
All Filings in UPS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,068,872 | 9,943 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,960,713 | 19,930 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $912,548 | 9,200 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $640,508 | 7,668 | Shares | Sole | 2025-11-06 | |
| 2023-09-30 | $329,509 | 2,114 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $345,773 | 1,929 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $392,053 | 2,021 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $333,946 | 1,921 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||