Position in UPS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$40,957
+$6,426 QoQ
Shares Held
381
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,912
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, 2026Rialto Wealth Management, LLC holds $154,880 across 10 Integrated Freight & Logistics names. UPS ranks #2 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXPD |
Expeditors International Of Washington Inc
|
524 | $85,401 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
381 | $40,957 | |
| 3 | FDX |
Fedex Corp
|
26 | $8,141 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
22 | $6,367 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
28 | $5,273 | |
| 6 | LSTR |
Landstar System Inc
|
18 | $3,722 | |
| 7 | FDXF |
FedEx Freight Holding Company, Inc.
|
21 | $3,171 | |
| 8 | GXO |
GXO Logistics, Inc.
|
15 | $760 |
All Filings in UPS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,957 | 381 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $34,531 | 351 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,975 | 30 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $668 | 8 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $11,406 | 113 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $17,158 | 156 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $10,088 | 80 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||