Position in UPS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$5,917,557
-$652,391 QoQ
Shares Held
60,150
-9.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026EVERETT HARRIS & CO /CA/ holds $35,871,142 across 3 Integrated Freight & Logistics names. UPS ranks #2 (16.5% of the industry book) .
All Filings in UPS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,917,557 | 60,150 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,569,948 | 66,236 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,918,434 | 70,854 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $7,556,873 | 74,865 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,812,508 | 80,121 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $12,034,731 | 95,438 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $13,392,814 | 98,231 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $13,633,270 | 99,622 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $15,022,777 | 101,075 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $16,337,297 | 103,907 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $16,323,797 | 104,727 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $19,063,954 | 106,354 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $20,600,186 | 106,192 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $18,496,054 | 106,397 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $17,742,422 | 109,833 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $20,322,725 | 111,333 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $23,943,172 | 111,644 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $23,973,285 | 111,847 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $20,531,957 | 112,751 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $23,616,449 | 113,557 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $19,444,136 | 114,384 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $19,380,987 | 115,089 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $19,684,335 | 118,132 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $13,349,049 | 120,067 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $11,865,087 | 127,008 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||