GRIMES & Co WEALTH MANAGEMENT, LLC

Position in UPS — United Parcel Service Inc

CIK 1321993 WESTBOROUGH, MA

Position in UPS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$3,720,144

+$383,489 QoQ

Shares Held

34,606

+2.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#543

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $5,892,803 across 3 Integrated Freight & Logistics names. UPS ranks #1 (63.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	34,606	$3,720,144
2	EXPD	Expeditors International Of Washington Inc	11,033	$1,798,157
3	FDX	Fedex Corp	1,196	$374,502

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,720,144	34,606	+2.0%	Shares	Sole	2026-07-17
2026-03-31	$3,336,655	33,916	+82.3%	Shares	Other	2026-04-21
2025-12-31	$1,845,231	18,603	-84.1%	Shares	Sole	2026-02-03
2025-09-30	$9,801,243	117,338	-4.5%	Shares	Sole	2025-10-27
2025-06-30	$12,404,717	122,892	-18.5%	Shares	Sole	2025-07-22
2025-03-31	$16,591,110	150,842	+17.4%	Shares	Sole	2025-04-17
2024-12-31	$16,195,400	128,433	-9.4%	Shares	Sole	2025-01-21
2024-09-30	$19,317,741	141,688	+4.3%	Shares	Sole	2024-10-22
2024-06-30	$18,588,472	135,831	+11.2%	Shares	Sole	2024-07-22
2024-03-31	$18,156,937	122,162	+6.9%	Shares	Sole	2024-04-17
2023-12-31	$17,960,696	114,232	+5.0%	Shares	Sole	2024-01-24
2023-09-30	$16,949,771	108,743	+3.9%	Shares	Sole	2023-10-19
2023-06-30	$18,752,776	104,618	+1.5%	Shares	Sole	2023-07-19
2023-03-31	$19,998,429	103,090	+1.9%	Shares	Other	2023-04-20
2022-12-31	$17,591,564	101,194	+3.0%	Shares	Other	2023-01-25
2022-09-30	$15,870,173	98,243	+5.2%	Shares	Sole	2022-10-28
2022-06-30	$17,054,528	93,429	+2.3%	Shares	Other	2022-07-22
2022-03-31	$19,590,492	91,348	+6.0%	Shares	Sole	2022-05-06
2021-12-31	$18,464,533	86,146	+1.3%	Shares	Other	2022-02-01
2021-09-30	$15,487,968	85,052	+0.7%	Shares	Other	2021-11-08
2021-06-30	$17,565,353	84,461	-0.1%	Shares	Other	2021-08-04
2021-03-31	$14,375,544	84,567	+0.6%	Shares	Other	2021-05-12
2020-12-31	$14,155,030	84,056	+2.0%	Shares	Sole	2021-02-02
2020-09-30	$13,735,810	82,433	-3.2%	Shares	Sole	2020-11-12
2020-06-30	$9,463,308	85,117	+0.4%	Shares	Sole	2020-07-31
2020-03-31	$7,918,466	84,762	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.