Essex Financial Services, Inc.

Position in UPS — United Parcel Service Inc

CIK 1315785 ESSEX, CT

Position in UPS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,061,562

+$106,194 QoQ

Shares Held

9,875

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#991

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Essex Financial Services, Inc. holds $2,930,131 across 6 Integrated Freight & Logistics names. UPS ranks #1 (36.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	9,875	$1,061,562
2	FDX	Fedex Corp	2,277	$712,997
3	JBHT	Hunt J B Transport Services Inc	1,324	$383,205
4	GXO	GXO Logistics, Inc.	7,206	$365,344
5	EXPD	Expeditors International Of Washington Inc	1,267	$206,495
6	FDXF	FedEx Freight Holding Company, Inc.	1,328	$200,528

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,061,562	9,875	+1.7%	Shares	Defined	2026-08-10
2026-03-31	$955,368	9,711	-2.9%	Shares	Defined	2026-04-24
2025-12-31	$991,701	9,998	+25.6%	Shares	Defined	2026-02-10
2025-09-30	$665,149	7,963	-16.2%	Shares	Defined	2025-11-07
2025-06-30	$959,131	9,502	+0.9%	Shares	Defined	2025-07-16
2025-03-31	$1,035,555	9,415	+38.3%	Shares	Defined	2025-04-25
2024-12-31	$858,362	6,807	-16.5%	Shares	Defined	2025-01-29
2024-09-30	$1,111,307	8,151	-14.6%	Shares	Defined	2024-10-24
2024-06-30	$1,305,685	9,541	+69.4%	Shares	Defined	2024-08-09
2024-03-31	$836,935	5,631	+8.5%	Shares	Sole	2024-04-24
2023-12-31	$816,023	5,190	+5.6%	Shares	Sole	2024-02-06
2023-09-30	$765,789	4,913	-6.1%	Shares	Sole	2023-11-15
2023-06-30	$938,194	5,234	-20.7%	Shares	Sole	2023-08-09
2023-03-31	$1,280,527	6,601	-6.1%	Shares	Sole	2023-05-11
2022-12-31	$1,221,747	7,028	-1.5%	Shares	Sole	2023-02-10
2022-09-30	$1,152,910	7,137	+1.2%	Shares	Sole	2022-11-07
2022-06-30	$1,286,724	7,049	-3.2%	Shares	Sole	2022-08-01
2022-03-31	$1,561,054	7,279	-9.5%	Shares	Sole	2022-04-21
2021-12-31	$1,723,507	8,041	-3.2%	Shares	Sole	2022-02-11
2021-09-30	$1,512,704	8,307	+71.6%	Shares	Sole	2021-11-10
2021-06-30	$1,006,574	4,840	0.0%	Shares	Sole	2021-07-30
2021-03-31	$822,751	4,840	+19.4%	Shares	Sole	2021-05-11
2020-12-31	$682,862	4,055	-7.1%	Shares	Sole	2021-02-05
2020-09-30	$727,339	4,365	+9.2%	Shares	Sole	2020-11-10
2020-06-30	$444,497	3,998	+38.7%	Shares	Sole	2020-08-06
2020-03-31	$269,329	2,883	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.