Position in UPS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$235,317
+$75,745 QoQ
Shares Held
2,189
+35.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,694
of 2,129 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Root Financial Partners, LLC holds $851,641 across 3 Integrated Freight & Logistics names. UPS ranks #3 (27.6% of the industry book) .
All Filings in UPS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,317 | 2,189 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $159,572 | 1,622 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $148,289 | 1,495 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $83,697 | 1,002 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $205,571 | 1,869 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||