Skip to main content

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, 2026

Private 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
5 UPS
United Parcel Service Inc
This page
91 $9,782

All Filings in UPS

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,782 91
2026-03-31 $8,362 85
2025-12-31 $8,034 81
2025-09-30 $1,921 23
2025-06-30 $10,295 102
2025-03-31 $16,278 148
2024-12-31 $3,152 25
2024-09-30 $2,863 21
2024-06-30 $7,253 53
2024-03-31 $20,659 139
2023-12-31 $19,024 121