Position in UPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$402,050
+$38,438 QoQ
Shares Held
3,740
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,414
of 2,129 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026XXI WEALTH, LLC holds $741,796 across 2 Integrated Freight & Logistics names. UPS ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
3,740 | $402,050 | |
| 2 | FDX |
Fedex Corp
|
1,085 | $339,746 |
All Filings in UPS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,050 | 3,740 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $363,612 | 3,696 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $273,962 | 2,762 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||