BRADLEY FOSTER & SARGENT INC/CT

Position in UPS — United Parcel Service Inc

CIK 1015086 HARTFORD, CT

Position in UPS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,480,812

+$17,213 QoQ

Shares Held

13,775

-7.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#865

of 2,129 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Industrials · as of Jun 30, 2026

BRADLEY FOSTER & SARGENT INC/CT holds $5,131,078 across 4 Integrated Freight & Logistics names. UPS ranks #2 (28.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp	7,376	$2,309,646
2	UPS	United Parcel Service Inc This page	13,775	$1,480,812
3	FDXF	FedEx Freight Holding Company, Inc.	4,556	$687,956
4	JBHT	Hunt J B Transport Services Inc	2,255	$652,664

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,480,812	13,775	-7.4%	Shares	Sole	2026-08-14
2026-03-31	$1,463,599	14,877	+6.7%	Shares	Sole	2026-05-15
2025-12-31	$1,382,411	13,937	+81.9%	Shares	Sole	2026-02-12
2025-09-30	$639,839	7,660	-32.2%	Shares	Sole	2025-11-10
2025-06-30	$1,140,521	11,299	+2.5%	Shares	Sole	2025-08-11
2025-03-31	$1,212,089	11,020	+3.6%	Shares	Sole	2025-05-13
2024-12-31	$1,341,199	10,636	-1.5%	Shares	Sole	2025-02-03
2024-09-30	$1,472,472	10,800	-3.9%	Shares	Sole	2024-11-04
2024-06-30	$1,538,467	11,242	-2.5%	Shares	Sole	2024-08-09
2024-03-31	$1,713,703	11,530	-15.7%	Shares	Sole	2024-05-15
2023-12-31	$2,151,535	13,684	-4.8%	Shares	Sole	2024-02-14
2023-09-30	$2,241,566	14,381	0.0%	Shares	Sole	2023-11-13
2023-06-30	$2,577,794	14,381	+6.3%	Shares	Sole	2023-08-08
2023-03-31	$2,623,714	13,525	+6.5%	Shares	Sole	2023-05-08
2022-12-31	$2,207,941	12,701	+11.0%	Shares	Sole	2023-02-14
2022-09-30	$1,848,825	11,445	+9.4%	Shares	Sole	2022-11-14
2022-06-30	$1,909,368	10,460	-0.0%	Shares	Sole	2022-08-11
2022-03-31	$2,243,680	10,462	+41.5%	Shares	Sole	2022-05-16
2021-12-31	$1,585,044	7,395	+56.4%	Shares	Sole	2022-03-11
2021-09-30	$860,786	4,727	+0.2%	Shares	Sole	2021-11-10
2021-06-30	$981,410	4,719	+2.1%	Shares	Sole	2021-08-19
2021-03-31	$785,523	4,621	0.0%	Shares	Sole	2021-04-26
2020-12-31	$778,176	4,621	+2.3%	Shares	Sole	2021-02-11
2020-09-30	$752,334	4,515	+18.9%	Shares	Sole	2020-10-26
2020-03-31	$354,809	3,798	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.