Position in UPS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$326,692
-$1,278,279 QoQ
Shares Held
3,039
-81.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,524
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026MCDANIEL TERRY & CO holds $2,106,579 across 3 Integrated Freight & Logistics names. UPS ranks #3 (15.5% of the industry book) .
All Filings in UPS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,692 | 3,039 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,604,971 | 16,314 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,627,707 | 16,410 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,549,063 | 18,545 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,906,453 | 18,887 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,154,924 | 19,592 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,373,048 | 26,749 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,529,297 | 25,886 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,545,646 | 25,909 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,904,658 | 26,271 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,134,362 | 26,295 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,098,134 | 26,292 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $4,712,482 | 26,290 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,125,021 | 26,419 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $4,613,192 | 26,537 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $4,302,617 | 26,635 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $4,861,770 | 26,634 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $5,875,989 | 27,399 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $5,872,487 | 27,398 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $4,988,993 | 27,397 | Shares | Sole | 2021-12-06 | |
| 2021-06-30 | $5,702,537 | 27,420 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $5,320,347 | 31,298 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,305,273 | 31,504 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,499,289 | 33,003 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,910,311 | 35,171 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,274,306 | 56,458 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||