Position in SERV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,641,149
-$156,714 QoQ
Shares Held
857,318
+24.8% QoQ
Ownership
0.989%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 195 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in SERV Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026MORGAN STANLEY holds $3,814,176,405 across 17 Integrated Freight & Logistics names. SERV ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
8,901,540 | $956,915,547 | |
| 2 | FDX |
Fedex Corp
|
3,044,390 | $953,289,833 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
1,880,915 | $544,393,220 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
2,347,257 | $382,555,939 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,845,931 | $347,662,635 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
1,454,800 | $219,674,800 | |
| 7 | LSTR |
Landstar System Inc
|
509,919 | $105,456,341 | |
| 8 | ZTO |
ZTO Express (Cayman) Inc.
|
4,130,197 | $92,433,805 |
All Filings in SERV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,641,149 | 857,318 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,797,863 | 686,951 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,472,936 | 430,919 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $5,683,066 | 488,656 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $10,103,840 | 883,203 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $2,377,582 | 413,493 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,234,533 | 91,447 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $138,384 | 17,407 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||