Position in UPS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$258,322
-$121,129 QoQ
Shares Held
2,403
-37.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,638
of 2,129 holders
Holding Since
Sep 2024
4 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, 2026Copley Financial Group, Inc. holds $537,007 across 2 Integrated Freight & Logistics names. UPS ranks #2 (48.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
890 | $278,685 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
2,403 | $258,322 |
All Filings in UPS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,322 | 2,403 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $379,451 | 3,857 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $415,010 | 4,184 | Shares | Sole | 2026-02-17 | |
| 2024-09-30 | $5,044 | 37 | Shares | Sole | 2024-12-09 | |
| No filing history on record for this holder in this stock. | ||||||