Position in UPS
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,058,445
+$89,796 QoQ
Shares Held
9,846
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.88%
of 13F equity value
Holder Rank
#992
of 2,129 holders
Holding Since
Dec 2024
7 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, 2026Copia Wealth Management holds $1,069,639 across 3 Integrated Freight & Logistics names. UPS ranks #1 (99.0% of the industry book) .
All Filings in UPS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,058,445 | 9,846 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $968,649 | 9,846 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $976,624 | 9,846 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $822,436 | 9,846 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $993,855 | 9,846 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,082,961 | 9,846 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,241,580 | 9,846 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||