CLIFFORD SWAN INVESTMENT COUNSEL LLC

Position in UPS — United Parcel Service Inc

CIK 1034642 PASADENA, CA

Back to UPS Full portfolio

Position in UPS

as of Jun 30, 2026 · filed Aug 20, 2026 Compact

Position Value

$101,980,305

+$6,766,765 QoQ

Shares Held

948,654

-2.0% QoQ

Ownership

0.112%

of shares outstanding

% of Portfolio

3.40%

of 13F equity value

Holder Rank

#73

of 2,139 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 58% Shared 0% None 42%

Common Shares in UPS Over Time

Shares Held

Position Value (USD)

Position in Integrated Freight & Logistics

Industrials · as of Jun 30, 2026

CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $114,667,626 across 3 Integrated Freight & Logistics names. UPS ranks #1 (88.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	948,654	$101,980,305
2	EXPD	Expeditors International Of Washington Inc	74,841	$12,197,586
3	FDX	Fedex Corp	1,564	$489,735

All Filings in UPS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$101,980,305	948,654	-2.0%	Shares	Other	2026-08-20
2026-03-31	$95,213,540	967,814	-0.3%	Shares	Other	2026-05-06
2025-12-31	$96,272,623	970,588	-0.6%	Shares	Other	2026-02-11
2025-09-30	$81,555,100	976,357	+2.3%	Shares	Other	2025-11-12
2025-06-30	$96,339,759	954,426	+5.7%	Shares	Other	2025-07-30
2025-03-31	$99,331,309	903,094	+2.7%	Shares	Other	2025-05-06
2024-12-31	$110,909,867	879,539	+1.3%	Shares	Sole	2025-02-05
2024-09-30	$118,388,793	868,335	+0.5%	Shares	Other	2024-11-14
2024-06-30	$118,235,662	863,980	-0.1%	Shares	Other	2024-08-07
2024-03-31	$128,569,854	865,033	-0.9%	Shares	Other	2024-04-17
2023-12-31	$137,181,445	872,489	-0.1%	Shares	Other	2024-02-06
2023-09-30	$136,110,204	873,229	+26.6%	Shares	Sole	2023-11-13
2023-06-30	$123,651,669	689,828	-1.3%	Shares	Sole	2023-08-04
2023-03-31	$135,581,356	698,909	-2.1%	Shares	Sole	2023-05-05
2022-12-31	$124,156,180	714,198	-0.1%	Shares	Sole	2023-02-03
2022-09-30	$115,438,584	714,613	+1.4%	Shares	Sole	2022-11-07
2022-06-30	$128,602,168	704,515	-5.6%	Shares	Sole	2022-08-04
2022-03-31	$160,086,026	746,461	-0.8%	Shares	Sole	2022-05-03
2021-12-31	$161,267,486	752,391	-0.1%	Shares	Sole	2022-02-11
2021-09-30	$137,093,802	752,849	-0.3%	Shares	Sole	2021-11-02
2021-06-30	$157,093,674	755,367	+34.5%	Shares	Sole	2021-08-05
2021-03-31	$95,443,435	561,465	-0.2%	Shares	Sole	2021-05-07
2020-12-31	$94,719,274	562,466	-2.7%	Shares	Sole	2021-02-11
2020-09-30	$96,364,461	578,314	-1.4%	Shares	Sole	2020-10-30
2020-06-30	$65,241,535	586,810	-0.3%	Shares	Sole	2020-08-06
2020-03-31	$54,973,652	588,457	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.