Position in UPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$223,385
+$20,329 QoQ
Shares Held
2,078
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,724
of 2,129 holders
Holding Since
Dec 2025
3 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, 2026Basepoint Wealth LLC holds $536,134 across 6 Integrated Freight & Logistics names. UPS ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
2,078 | $223,385 | |
| 2 | FDX |
Fedex Corp
|
626 | $196,019 | |
| 3 | CYRX |
Cryoport, Inc.
|
3,500 | $54,950 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
313 | $51,012 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
50 | $9,417 | |
| 6 | FWRD |
Forward Air Corp
|
100 | $1,351 |
All Filings in UPS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,385 | 2,078 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $203,056 | 2,064 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $199,471 | 2,011 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||