Modern Wealth Management, LLC
Position in UPS — United Parcel Service Inc
CIK 2001900
KANSAS CITY, MO
Position in UPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,362,131
+$418,472 QoQ
Shares Held
12,671
+32.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#895
of 2,129 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Modern Wealth Management, LLC holds $2,433,658 across 2 Integrated Freight & Logistics names. UPS ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
12,671 | $1,362,131 | |
| 2 | FDX |
Fedex Corp
|
3,422 | $1,071,527 |
All Filings in UPS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,362,131 | 12,671 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $943,659 | 9,592 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $918,200 | 9,257 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $718,104 | 8,597 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $885,847 | 8,776 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $1,355,734 | 12,326 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $1,374,110 | 10,897 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $863,439 | 6,333 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $818,088 | 5,978 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||