Position in UPS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,654,032
+$41,322 QoQ
Shares Held
33,991
-7.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#550
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, 2026Sigma Planning Corp holds $8,972,190 across 9 Integrated Freight & Logistics names. UPS ranks #1 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
33,991 | $3,654,032 | |
| 2 | FDX |
Fedex Corp
|
6,859 | $2,147,758 | |
| 3 | PBI |
Pitney Bowes Inc /De/
|
57,230 | $1,002,669 | |
| 4 | GXO |
GXO Logistics, Inc.
|
18,080 | $916,656 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
3,401 | $513,551 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
1,494 | $243,492 | |
| 7 | JBHT |
Hunt J B Transport Services Inc
|
731 | $211,573 | |
| 8 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,085 | $204,348 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,654,032 | 33,991 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,612,710 | 36,722 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,656,407 | 26,781 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,561,175 | 18,690 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,903,829 | 18,861 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,851,351 | 16,832 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,750,015 | 13,878 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,751,150 | 12,844 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,805,462 | 13,193 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,094,939 | 14,095 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,020,737 | 6,492 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,454,952 | 15,750 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $6,138,237 | 34,244 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $8,257,572 | 42,567 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,483,290 | 43,047 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $4,985,609 | 30,863 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,774,287 | 31,633 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,303,408 | 29,392 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $8,927,475 | 41,651 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $7,050,001 | 38,715 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $7,532,673 | 36,220 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,999,627 | 35,294 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $8,966,626 | 53,246 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $5,446,801 | 32,688 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,111,881 | 36,984 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $3,097,620 | 33,158 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||