Position in UPS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$207,582
+$11,980 QoQ
Shares Held
1,931
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,761
of 2,129 holders
Holding Since
Mar 2023
11 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, 2026SWEENEY & MICHEL, LLC holds $1,783,607 across 3 Integrated Freight & Logistics names. UPS ranks #3 (11.6% of the industry book) .
All Filings in UPS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,582 | 1,931 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $195,602 | 1,972 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $213,085 | 2,551 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $248,413 | 2,461 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $305,552 | 2,778 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $363,755 | 2,668 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $361,284 | 2,640 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $389,410 | 2,620 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $454,516 | 2,916 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $518,749 | 2,894 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $615,724 | 3,174 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||