Position in UPS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$314,545
+$70,366 QoQ
Shares Held
2,926
+17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,537
of 2,129 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Quotient Wealth Partners, LLC holds $1,271,264 across 3 Integrated Freight & Logistics names. UPS ranks #3 (24.7% of the industry book) .
All Filings in UPS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,545 | 2,926 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $244,179 | 2,482 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $217,424 | 2,192 | Shares | Sole | 2026-01-22 | |
| 2024-09-30 | $200,692 | 1,472 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $317,218 | 2,318 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $242,712 | 1,633 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||