Position in UPS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$995,665
+$196,820 QoQ
Shares Held
9,262
+14.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,014
of 2,129 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026NICOLET BANKSHARES INC holds $2,396,921 across 2 Integrated Freight & Logistics names. UPS ranks #2 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
4,475 | $1,401,256 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
9,262 | $995,665 |
All Filings in UPS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $995,665 | 9,262 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $798,845 | 8,120 | Shares | Sole | 2026-05-14 | |
| 2025-03-31 | $212,720 | 1,934 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $243,877 | 1,934 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $313,309 | 2,298 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $321,323 | 2,348 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $354,928 | 2,388 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $379,238 | 2,412 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $372,061 | 2,387 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $433,426 | 2,418 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $669,071 | 3,449 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $566,023 | 3,256 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $521,289 | 3,227 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $600,008 | 3,287 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $609,924 | 2,844 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $528,776 | 2,467 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $467,450 | 2,567 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $631,188 | 3,035 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $510,819 | 3,005 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $516,482 | 3,067 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $540,214 | 3,242 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $371,007 | 3,337 | Shares | Defined | 2020-07-22 | |
| 2020-03-31 | $341,169 | 3,652 | Shares | Defined | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||