SAGESPRING WEALTH PARTNERS, LLC
Position in UPS — United Parcel Service Inc
CIK 2056425
FRANKLIN, TN
Position in UPS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,766,225
+$200,705 QoQ
Shares Held
16,430
+3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#802
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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $6,501,523 across 5 Integrated Freight & Logistics names. UPS ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
11,560 | $3,619,782 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
16,430 | $1,766,225 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
1,711 | $495,214 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
2,063 | $388,545 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
1,422 | $231,757 |
All Filings in UPS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,766,225 | 16,430 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,565,520 | 15,913 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,457,597 | 14,695 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,053,898 | 12,617 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,521,872 | 15,077 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,226,307 | 20,241 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,663,736 | 21,124 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||