Position in UPS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,063,712
+$40,560 QoQ
Shares Held
9,895
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#989
of 2,129 holders
Holding Since
Mar 2020
26 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, 2026ROBERTS GLORE & CO INC /IL/ holds $7,514,032 across 5 Integrated Freight & Logistics names. UPS ranks #3 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXPD |
Expeditors International Of Washington Inc
|
24,977 | $4,070,751 | |
| 2 | FDX |
Fedex Corp
|
3,790 | $1,186,762 | |
| 3 | UPS |
United Parcel Service Inc
This page
|
9,895 | $1,063,712 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
4,830 | $909,682 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
1,875 | $283,125 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,063,712 | 9,895 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,023,152 | 10,400 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,059,150 | 10,678 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,006,620 | 12,051 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,006,876 | 9,975 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $857,042 | 7,792 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $814,984 | 6,463 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $830,037 | 6,088 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $376,337 | 2,750 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $408,732 | 2,750 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $421,376 | 2,680 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $425,369 | 2,729 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $464,974 | 2,594 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $500,882 | 2,582 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $448,854 | 2,582 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $428,404 | 2,652 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $526,262 | 2,883 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $614,427 | 2,865 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $664,025 | 3,098 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $550,852 | 3,025 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $581,276 | 2,795 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $546,007 | 3,212 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $574,580 | 3,412 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $576,873 | 3,462 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $407,141 | 3,662 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $337,433 | 3,612 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||