Center for Wealth Management Advisory
Position in UPS — United Parcel Service Inc
CIK 2121390
MILFORD, OH
Position in UPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,792,240
+$227,211 QoQ
Shares Held
16,672
+4.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.35%
of 13F equity value
Holder Rank
#791
of 2,129 holders
Holding Since
Dec 2025
3 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, 2026Center for Wealth Management Advisory holds $1,792,240 across 1 Integrated Freight & Logistics name. UPS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
16,672 | $1,792,240 |
All Filings in UPS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,792,240 | 16,672 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,565,029 | 15,908 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,401,356 | 14,128 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||