Position in UPS
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$8,600
+$2,599 QoQ
Shares Held
80
+31.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,035
of 2,129 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Dogwood Wealth Management LLC holds $84,305 across 6 Integrated Freight & Logistics names. UPS ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHRW |
C. H. Robinson Worldwide, Inc.
|
237 | $44,636 | |
| 2 | FDX |
Fedex Corp
|
51 | $15,969 | |
| 3 | UPS |
United Parcel Service Inc
This page
|
80 | $8,600 | |
| 4 | LSTR |
Landstar System Inc
|
40 | $8,272 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
28 | $4,563 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
15 | $2,265 |
All Filings in UPS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,600 | 80 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $6,001 | 61 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,364 | 44 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,589 | 31 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,248 | 52 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,059 | 46 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $13 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $13 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $13 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $21 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||