Financial Perspectives, Inc

Position in UPS — United Parcel Service Inc

CIK 2003287 MINNEAPOLIS, MN

Position in UPS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$32,895

+$2,890 QoQ

Shares Held

306

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,932

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Financial Perspectives, Inc holds $92,376 across 4 Integrated Freight & Logistics names. UPS ranks #2 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CYRX	Cryoport, Inc.	2,432	$38,182
2	UPS	United Parcel Service Inc This page	306	$32,895
3	FDX	Fedex Corp	55	$17,222
4	FDXF	FedEx Freight Holding Company, Inc.	27	$4,077

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,895	306	+0.3%	Shares	Sole	2026-07-24
2026-03-31	$30,005	305	+19.6%	Shares	Sole	2026-05-11
2025-12-31	$25,293	255	0.0%	Shares	Sole	2026-01-28
2025-09-30	$21,300	255	+0.4%	Shares	Sole	2025-10-22
2025-06-30	$25,638	254	0.0%	Shares	Sole	2025-07-30
2025-03-31	$27,937	254	-13.3%	Shares	Sole	2025-04-18
2024-12-31	$36,947	293	0.0%	Shares	Sole	2025-02-03
2024-09-30	$39,947	293	0.0%	Shares	Sole	2024-10-17
2024-06-30	$40,097	293	0.0%	Shares	Sole	2024-08-09
2024-03-31	$43,548	293	0.0%	Shares	Sole	2024-04-19
2023-12-31	$46,068	293	0.0%	Shares	Sole	2024-02-01
2023-09-30	$45,669	293	0.0%	Shares	Sole	2024-01-10
2023-06-30	$52,520	293	0.0%	Shares	Sole	2024-01-10
2023-03-31	$56,839	293	0.0%	Shares	Sole	2024-01-10
2022-12-31	$50,935	293	0.0%	Shares	Sole	2024-01-10
2022-09-30	$47,331	293	0.0%	Shares	Sole	2024-01-10
2022-06-30	$53,484	293	0.0%	Shares	Sole	2024-01-10
2022-03-31	$62,836	293	0.0%	Shares	Sole	2024-01-10
2021-12-31	$62,801	293	0.0%	Shares	Sole	2024-01-10
2021-09-30	$53,355	293	0.0%	Shares	Sole	2024-01-10
2021-06-30	$60,935	293	-99.4%	Shares	Sole	2024-01-10
2021-03-31	$293	49,807	+16899.0%	Shares	Sole	2024-01-10
2020-12-31	$49,341	293	+15.8%	Shares	Sole	2024-01-10
2020-09-30	$42,157	253	0.0%	Shares	Sole	2024-01-10
2020-06-30	$28,128	253	0.0%	Shares	Sole	2024-01-10
2020-03-31	$23,635	253	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.