Position in UPS
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$43,430
-$116,535 QoQ
Shares Held
404
-75.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,908
of 2,129 holders
Holding Since
Dec 2024
7 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, 2026Roxbury Financial LLC holds $45,382 across 2 Integrated Freight & Logistics names. UPS ranks #1 (95.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
404 | $43,430 | |
| 2 | FDX |
Fedex Corp
|
6 | $1,952 |
All Filings in UPS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,430 | 404 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $159,965 | 1,626 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $191,139 | 1,927 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $260,195 | 3,115 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $438,079 | 4,340 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $185,003 | 1,682 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $216,135 | 1,714 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||