Position in UPS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$752
-$1,313 QoQ
Shares Held
7
-66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,116
of 2,129 holders
Holding Since
Dec 2024
5 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, 2026Whipplewood Advisors, LLC holds $3,647 across 2 Integrated Freight & Logistics names. UPS ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LSTR |
Landstar System Inc
|
14 | $2,895 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
7 | $752 |
All Filings in UPS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $752 | 7 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,065 | 21 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $22,306 | 221 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $30,025 | 345 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $34,424 | 273 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||