Position in UPS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,603,577
-$484,636 QoQ
Shares Held
14,917
-29.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#839
of 2,129 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $13,020,339 across 7 Integrated Freight & Logistics names. UPS ranks #4 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXPD |
Expeditors International Of Washington Inc
|
23,654 | $3,855,128 | |
| 2 | JBHT |
Hunt J B Transport Services Inc
|
11,629 | $3,365,781 | |
| 3 | FDX |
Fedex Corp
|
6,823 | $2,136,485 | |
| 4 | UPS |
United Parcel Service Inc
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|
14,917 | $1,603,577 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
4,542 | $855,440 | |
| 6 | GXO |
GXO Logistics, Inc.
|
13,605 | $689,773 | |
| 7 | FDXF |
FedEx Freight Holding Company, Inc.
|
3,405 | $514,155 |
All Filings in UPS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,603,577 | 14,917 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,088,213 | 21,226 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,186,048 | 22,039 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||