Position in UPS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$879,995
+$66,491 QoQ
Shares Held
8,186
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#1,064
of 2,129 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Shum Financial Group, Inc. holds $1,447,386 across 2 Integrated Freight & Logistics names. UPS ranks #1 (60.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
8,186 | $879,995 | |
| 2 | FDX |
Fedex Corp
|
1,812 | $567,391 |
All Filings in UPS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $879,995 | 8,186 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $813,504 | 8,269 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $792,726 | 7,992 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $488,650 | 5,850 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $434,350 | 3,949 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $478,675 | 3,796 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $677,746 | 4,971 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||