Plante Moran Financial Advisors, LLC
Position in UPS — United Parcel Service Inc
CIK 1424717
SOUTHFIELD, MI
Position in UPS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$87,290
+$7,996 QoQ
Shares Held
812
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,849
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, 2026Plante Moran Financial Advisors, LLC holds $190,013 across 8 Integrated Freight & Logistics names. UPS ranks #1 (45.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
812 | $87,290 | |
| 2 | FDX |
Fedex Corp
|
250 | $78,282 | |
| 3 | FDXF |
FedEx Freight Holding Company, Inc.
|
124 | $18,724 | |
| 4 | GXO |
GXO Logistics, Inc.
|
72 | $3,650 | |
| 5 | PBI |
Pitney Bowes Inc /De/
|
48 | $840 | |
| 6 | HUBG |
Hub Group, Inc.
|
14 | $613 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
2 | $325 | |
| 8 | JBHT |
Hunt J B Transport Services Inc
|
1 | $289 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,290 | 812 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $79,294 | 806 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $80,046 | 807 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $66,824 | 800 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $80,752 | 800 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $87,992 | 800 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $109,328 | 867 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $136,340 | 1,000 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $136,850 | 1,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $156,061 | 1,050 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $191,348 | 1,217 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $157,584 | 1,011 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $181,221 | 1,011 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $196,123 | 1,011 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $203,566 | 1,171 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $50,562 | 313 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $92,000 | 504 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $113,449 | 529 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $146,822 | 685 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $106,164 | 583 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $189,668 | 912 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $59,326 | 349 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $9,598 | 57 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $60,653 | 364 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $22,236 | 200 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $18,684 | 200 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||