Asset One Wealth Management LLC
Position in UPS — United Parcel Service Inc
CIK 2110759
BELLEVUE, WA
Position in UPS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$975,132
+$79,678 QoQ
Shares Held
9,071
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,021
of 2,129 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Asset One Wealth Management LLC holds $1,182,424 across 2 Integrated Freight & Logistics names. UPS ranks #1 (82.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
9,071 | $975,132 | |
| 2 | FDX |
Fedex Corp
|
662 | $207,292 |
All Filings in UPS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $975,132 | 9,071 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $895,454 | 9,102 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||