Position in UPS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,375,462
+$152,403 QoQ
Shares Held
12,795
+2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#893
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Ballentine Partners, LLC holds $5,878,520 across 5 Integrated Freight & Logistics names. UPS ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
10,665 | $3,339,530 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
12,795 | $1,375,462 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
2,594 | $488,553 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
1,314 | $380,309 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
1,808 | $294,666 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,375,462 | 12,795 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $1,223,059 | 12,432 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,248,206 | 12,584 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $923,924 | 11,061 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,311,008 | 12,988 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $1,420,299 | 12,913 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $1,550,903 | 12,299 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $1,838,135 | 13,482 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $1,849,937 | 13,518 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,179,508 | 14,664 | Shares | Other | 2024-04-11 | |
| 2023-12-31 | $2,384,235 | 15,164 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $2,356,129 | 15,116 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $2,763,853 | 15,419 | Shares | Other | 2023-07-26 | |
| 2023-03-31 | $3,007,037 | 15,501 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $2,494,429 | 14,349 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $2,342,006 | 14,498 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,478,343 | 13,577 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $2,885,772 | 13,456 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $2,629,521 | 12,268 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $2,101,250 | 11,539 | Shares | Other | 2021-10-27 | |
| 2021-06-30 | $2,398,308 | 11,532 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,816,001 | 10,683 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $2,126,891 | 12,630 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $2,116,533 | 12,702 | Shares | Other | 2020-10-22 | |
| 2020-06-30 | $1,472,579 | 13,245 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,253,228 | 13,415 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||