Position in UPS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$535,457
+$167,320 QoQ
Shares Held
4,981
+33.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,273
of 2,129 holders
Holding Since
Mar 2020
25 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, 2026PRIVATE TRUST CO NA holds $1,915,218 across 9 Integrated Freight & Logistics names. UPS ranks #2 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
1,750 | $547,977 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
4,981 | $535,457 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
2,409 | $392,618 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,167 | $219,792 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
762 | $115,062 | |
| 6 | LSTR |
Landstar System Inc
|
250 | $51,702 | |
| 7 | JBHT |
Hunt J B Transport Services Inc
|
145 | $41,967 | |
| 8 | ZTO |
ZTO Express (Cayman) Inc.
|
351 | $7,855 |
All Filings in UPS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,457 | 4,981 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $368,137 | 3,742 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $411,043 | 4,144 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $438,783 | 5,253 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $631,682 | 6,258 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $684,907 | 6,227 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $654,963 | 5,194 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $888,936 | 6,520 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $982,719 | 7,181 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $962,676 | 6,477 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $939,134 | 5,973 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $974,499 | 6,252 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $2,065,497 | 11,523 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $2,151,155 | 11,089 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $1,800,634 | 10,358 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $1,738,170 | 10,760 | Shares | Defined | 2022-10-17 | |
| 2022-03-31 | $2,424,255 | 11,304 | Shares | Other | 2022-04-12 | |
| 2021-12-31 | $2,417,540 | 11,279 | Shares | Other | 2022-01-10 | |
| 2021-09-30 | $2,053,359 | 11,276 | Shares | Other | 2021-10-06 | |
| 2021-06-30 | $1,217,040 | 5,852 | Shares | Other | 2021-07-07 | |
| 2021-03-31 | $968,603 | 5,698 | Shares | Other | 2021-04-06 | |
| 2020-12-31 | $976,046 | 5,796 | Shares | Other | 2021-01-05 | |
| 2020-09-30 | $1,029,606 | 6,179 | Shares | Other | 2020-10-01 | |
| 2020-06-30 | $765,696 | 6,887 | Shares | Other | 2020-07-07 | |
| 2020-03-31 | $604,614 | 6,472 | Shares | Other | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||