Position in UPS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$24,939,133
+$9,302,822 QoQ
Shares Held
253,498
+60.8% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Derivatives in UPS
reported options exposure · as of Mar 31, 2026CallValue
$68,866
CallShares
700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026MAI Capital Management holds $46,016,765 across 13 Integrated Freight & Logistics names. UPS ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
253,498 | $24,939,133 | |
| 2 | FDX |
Fedex Corp
|
40,909 | $14,570,968 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
23,304 | $4,938,117 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
4,384 | $627,920 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
3,222 | $535,077 | |
| 6 | LSTR |
Landstar System Inc
|
2,085 | $334,246 | |
| 7 | GXO |
GXO Logistics, Inc.
|
1,166 | $60,457 | |
| 8 | FWRD |
Forward Air Corp
|
313 | $5,230 |
All Filings in UPS
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,939,133 | 253,498 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $68,866 | 700 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $59,514 | 600 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $15,636,311 | 157,640 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,728,612 | 44,638 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $50,118 | 600 | Call | Sole | 2025-11-10 | |
| 2025-06-30 | $50,470 | 500 | Call | Sole | 2025-08-12 | |
| 2025-06-30 | $4,128,143 | 40,897 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,654,585 | 51,410 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $43,996 | 400 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $7,649,982 | 60,666 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $25,220 | 200 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $7,796,466 | 57,184 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $8,865,143 | 64,780 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,821,916 | 66,083 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $7,998,604 | 50,872 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,646,358 | 49,056 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,683,587 | 48,444 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $10,076,228 | 51,942 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,369,454 | 53,897 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $8,935,262 | 55,313 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $8,148,403 | 44,639 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $9,844,571 | 45,904 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $11,548,853 | 53,881 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,149,246 | 39,260 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,437,342 | 40,570 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $7,233,584 | 42,553 | Shares | Sole | 2021-05-10 | |
| 2021-03-31 | $356,979 | 2,100 | Put | Sole | 2021-05-10 | |
| 2020-12-31 | $353,640 | 2,100 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $7,294,414 | 43,316 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,269,733 | 43,628 | Shares | Sole | 2020-10-26 | |
| 2020-09-30 | $349,923 | 2,100 | Put | Sole | 2020-10-26 | |
| 2020-06-30 | $6,063,757 | 54,540 | Shares | Sole | 2020-07-27 | |
| 2020-06-30 | $144,534 | 1,300 | Call | Sole | 2020-07-27 | |
| 2020-03-31 | $5,984,204 | 64,057 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||