CLIFFORD SWAN INVESTMENT COUNSEL LLC
Position in UPS — United Parcel Service Inc
CIK 1034642
PASADENA, CA
Position in UPS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$95,213,540
-$1,059,083 QoQ
Shares Held
967,814
-0.3% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
3.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $106,985,355 across 3 Integrated Freight & Logistics names. UPS ranks #1 (89.0% of the industry book) .
All Filings in UPS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $95,213,540 | 967,814 | Shares | Other | 2026-05-06 | |
| 2025-12-31 | $96,272,623 | 970,588 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $81,555,100 | 976,357 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $96,339,759 | 954,426 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $99,331,309 | 903,094 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $110,909,867 | 879,539 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $118,388,793 | 868,335 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $118,235,662 | 863,980 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $128,569,854 | 865,033 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $137,181,445 | 872,489 | Shares | Other | 2024-02-06 | |
| 2023-09-30 | $136,110,204 | 873,229 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $123,651,669 | 689,828 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $135,581,356 | 698,909 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $124,156,180 | 714,198 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $115,438,584 | 714,613 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $128,602,168 | 704,515 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $160,086,026 | 746,461 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $161,267,486 | 752,391 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $137,093,802 | 752,849 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $157,093,674 | 755,367 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $95,443,435 | 561,465 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $94,719,274 | 562,466 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $96,364,461 | 578,314 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $65,241,535 | 586,810 | 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. | ||||||