Position in UPS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,651,952
-$272,754 QoQ
Shares Held
15,367
-21.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#828
of 2,129 holders
Holding Since
Jun 2023
13 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, 2026Choate Investment Advisors holds $1,859,557 across 2 Integrated Freight & Logistics names. UPS ranks #1 (88.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
15,367 | $1,651,952 | |
| 2 | FDX |
Fedex Corp
|
663 | $207,605 |
All Filings in UPS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,651,952 | 15,367 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,924,706 | 19,564 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,916,350 | 19,320 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $229,206 | 2,744 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $305,646 | 3,028 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $591,526 | 5,378 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $652,693 | 5,176 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $663,703 | 4,868 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $735,158 | 5,372 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $876,025 | 5,894 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $833,633 | 5,302 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $980,889 | 6,293 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $313,866 | 1,751 | Shares | Sole | 2023-08-01 | |
| No filing history on record for this holder in this stock. | ||||||