ELEVATION WEALTH PARTNERS, LLC
Position in UPS — United Parcel Service Inc
CIK 1976256
WALNUT CREEK, CA
Position in UPS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$22,897
+$8,534 QoQ
Shares Held
213
+45.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,971
of 2,129 holders
Holding Since
Dec 2024
7 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $177,908 across 9 Integrated Freight & Logistics names. UPS ranks #4 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LSTR |
Landstar System Inc
|
224 | $46,325 | |
| 2 | JBHT |
Hunt J B Transport Services Inc
|
150 | $43,414 | |
| 3 | FDX |
Fedex Corp
|
78 | $24,424 | |
| 4 | UPS |
United Parcel Service Inc
This page
|
213 | $22,897 | |
| 5 | GXO |
GXO Logistics, Inc.
|
260 | $13,182 | |
| 6 | ZTO |
ZTO Express (Cayman) Inc.
|
371 | $8,302 | |
| 7 | CHRW |
C. H. Robinson Worldwide, Inc.
|
42 | $7,910 | |
| 8 | EXPD |
Expeditors International Of Washington Inc
|
36 | $5,867 |
All Filings in UPS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,897 | 213 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $14,363 | 146 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $10,811 | 109 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $9,104 | 109 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $7,065 | 70 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $7,699 | 70 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $8,827 | 70 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||