Wealth Enhancement Trust Services, Inc.
Position in UPS — United Parcel Service Inc
CIK 2067696
SIOUX FALLS, SD
Position in UPS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$93,632
+$26,932 QoQ
Shares Held
871
+28.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,842
of 2,129 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $333,853 across 9 Integrated Freight & Logistics names. UPS ranks #2 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
489 | $153,120 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
871 | $93,632 | |
| 3 | PBI |
Pitney Bowes Inc /De/
|
1,752 | $30,695 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
91 | $26,337 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
59 | $11,112 | |
| 6 | LSTR |
Landstar System Inc
|
48 | $9,926 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
52 | $8,474 | |
| 8 | HUBG |
Hub Group, Inc.
|
7 | $306 |
All Filings in UPS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,632 | 871 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $66,700 | 678 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $76,177 | 768 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||