Position in UPS
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$153,110,466
+$44,453,079 QoQ
Shares Held
1,556,317
+42.1% QoQ
Ownership
0.183%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $586,042,379 across 11 Integrated Freight & Logistics names. UPS ranks #2 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXPD |
Expeditors International Of Washington Inc
|
1,104,070 | $158,135,946 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
1,556,317 | $153,110,466 | |
| 3 | FDX |
Fedex Corp
|
385,806 | $110,730,372 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
652,361 | $108,337,591 | |
| 5 | LSTR |
Landstar System Inc
|
170,202 | $27,285,082 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
72,885 | $15,444,331 | |
| 7 | ZTO |
ZTO Express (Cayman) Inc.
|
163,772 | $4,122,141 | |
| 8 | HUBG |
Hub Group, Inc.
|
113,145 | $4,077,745 |
All Filings in UPS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $153,110,466 | 1,556,317 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $108,657,387 | 1,095,447 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $83,280,662 | 997,015 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $128,496,720 | 1,273,001 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $160,999,182 | 1,463,762 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $163,596,591 | 1,297,356 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $194,896,121 | 1,429,486 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $257,061,366 | 1,878,417 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $299,982,901 | 2,018,320 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $304,718,658 | 1,938,044 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $315,832,366 | 2,026,255 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $266,202,741 | 1,485,092 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $293,522,195 | 1,513,079 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $226,060,145 | 1,300,392 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $213,652,642 | 1,322,599 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $218,271,474 | 1,195,746 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $250,764,646 | 1,169,284 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $219,782,949 | 1,025,394 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $179,305,857 | 984,656 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $193,375,081 | 929,822 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $145,185,909 | 854,085 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $99,453,335 | 590,578 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $121,234,822 | 727,569 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $81,540,746 | 733,412 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $66,694,032 | 713,916 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||