Position in UPS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,137,387
+$2,486,505 QoQ
Shares Held
29,185
+341.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#596
of 2,129 holders
Holding Since
Dec 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, 2026GC Wealth Management RIA, LLC holds $3,703,723 across 3 Integrated Freight & Logistics names. UPS ranks #1 (84.7% 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 | $3,137,387 | 29,185 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $650,882 | 6,616 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $738,271 | 7,443 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $954,246 | 11,424 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,003,040 | 9,937 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $948,443 | 8,623 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,208,542 | 9,584 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,352,901 | 9,923 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,373,152 | 10,034 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,565,073 | 10,530 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,482,678 | 9,430 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||