Position in UPS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$647,257
+$169,426 QoQ
Shares Held
6,021
+24.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,187
of 2,129 holders
Holding Since
Sep 2020
17 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 Jun 30, 2026Crestwood Advisors Group, LLC holds $3,300,593 across 7 Integrated Freight & Logistics names. UPS ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBHT |
Hunt J B Transport Services Inc
|
2,308 | $668,004 | |
| 2 | UPS |
United Parcel Service Inc
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|
6,021 | $647,257 | |
| 3 | FDX |
Fedex Corp
|
1,913 | $599,017 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
2,002 | $377,056 | |
| 5 | LSTR |
Landstar System Inc
|
1,807 | $373,705 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
2,218 | $361,489 | |
| 7 | FDXF |
FedEx Freight Holding Company, Inc.
|
1,815 | $274,065 |
All Filings in UPS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $647,257 | 6,021 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $477,831 | 4,857 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $422,450 | 4,259 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $205,149 | 2,456 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $269,005 | 2,665 | Shares | Sole | 2025-08-05 | |
| 2024-03-31 | $367,710 | 2,474 | Shares | Sole | 2024-05-08 | |
| 2023-06-30 | $209,184 | 1,167 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $369,062 | 2,123 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $381,234 | 2,360 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $359,238 | 1,968 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $403,613 | 1,882 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $430,394 | 2,008 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $374,397 | 2,056 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $342,734 | 1,648 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $290,852 | 1,711 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $294,700 | 1,750 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $272,939 | 1,638 | Shares | Sole | 2020-10-06 | |
| No filing history on record for this holder in this stock. | ||||||