Private Wealth Management Group, LLC
Position in UPS — United Parcel Service Inc
CIK 2011342
PRINCETON, NJ
Position in UPS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,782
+$1,420 QoQ
Shares Held
91
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,030
of 2,129 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $119,040 across 10 Integrated Freight & Logistics names. UPS ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXPD |
Expeditors International Of Washington Inc
|
169 | $27,543 | |
| 2 | CHRW |
C. H. Robinson Worldwide, Inc.
|
124 | $23,354 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
76 | $21,996 | |
| 4 | FDX |
Fedex Corp
|
57 | $17,848 | |
| 5 | UPS |
United Parcel Service Inc
This page
|
91 | $9,782 | |
| 6 | HUBG |
Hub Group, Inc.
|
144 | $6,305 | |
| 7 | LSTR |
Landstar System Inc
|
24 | $4,963 | |
| 8 | FDXF |
FedEx Freight Holding Company, Inc.
|
28 | $4,228 |
All Filings in UPS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,782 | 91 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,362 | 85 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $8,034 | 81 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,921 | 23 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $10,295 | 102 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $16,278 | 148 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,152 | 25 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,863 | 21 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $7,253 | 53 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $20,659 | 139 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $19,024 | 121 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||