Cherry Tree Wealth Management, LLC
Position in UPS — United Parcel Service Inc
CIK 1985414
MINNETONKA, MN
Position in UPS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$295
-$2 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $36,625 across 2 Integrated Freight & Logistics names. UPS ranks #2 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
127 | $36,330 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
3 | $295 |
All Filings in UPS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $295 | 3 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $297 | 3 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $250 | 3 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $302 | 3 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $329 | 3 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $378 | 3 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $409 | 3 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $410 | 3 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $445 | 3 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $471 | 3 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,208 | 27 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,839 | 27 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||