Position in UPS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$291,002
+$18,293 QoQ
Shares Held
2,707
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,580
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Freestone Capital Holdings, LLC holds $2,524,092 across 3 Integrated Freight & Logistics names. UPS ranks #3 (11.5% of the industry book) .
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,002 | 2,707 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $272,709 | 2,772 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $287,353 | 2,897 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $280,243 | 3,355 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $237,814 | 2,356 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $345,258 | 3,139 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $427,100 | 3,387 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $441,332 | 3,237 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $761,022 | 5,561 | Shares | Defined | 2024-11-22 | |
| 2024-03-31 | $1,097,483 | 7,384 | Shares | Defined | 2024-11-22 | |
| 2023-12-31 | $3,878,864 | 24,670 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $4,035,006 | 25,887 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,774,288 | 21,056 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $4,002,595 | 20,633 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,632,386 | 20,895 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,377,478 | 20,908 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $4,121,935 | 22,581 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $4,885,613 | 22,781 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $3,966,576 | 18,506 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,211,697 | 17,637 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,522,595 | 16,938 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,814,354 | 16,556 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,683,622 | 15,936 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,678,410 | 16,074 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $1,762,314 | 15,851 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $1,456,604 | 15,592 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||