Position in UPS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,437,885
+$216,072 QoQ
Shares Held
22,678
+0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#689
of 2,129 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026QTR Family Wealth, LLC holds $4,371,745 across 4 Integrated Freight & Logistics names. UPS ranks #1 (55.8% of the industry book) .
All Filings in UPS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,437,885 | 22,678 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,221,813 | 22,584 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,261,135 | 22,796 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,752,041 | 20,975 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,176,064 | 21,558 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,502,382 | 22,751 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||