Position in UPS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$40,803,667
+$40,803,024 QoQ
Shares Held
379,569
+12652200.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
5.46%
of 13F equity value
Holder Rank
#132
of 2,129 holders
Holding Since
Jun 2021
4 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026WestEnd Advisors, LLC holds $40,813,290 across 6 Integrated Freight & Logistics names. UPS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
379,569 | $40,803,667 | |
| 2 | FDX |
Fedex Corp
|
13 | $4,070 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
6 | $1,736 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
9 | $1,359 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
7 | $1,318 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
7 | $1,140 |
All Filings in UPS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,803,667 | 379,569 | Shares | Sole | 2026-07-22 | |
| 2021-12-31 | $643 | 3 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $546 | 3 | Principal | Sole | 2021-10-26 | |
| 2021-06-30 | $623 | 3 | Principal | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||