Position in UPS
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$816,160
-$25,963 QoQ
Shares Held
8,296
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $2,570,526 across 4 Integrated Freight & Logistics names. UPS ranks #2 (31.8% of the industry book) .
All Filings in UPS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $816,160 | 8,296 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $842,123 | 8,490 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $679,349 | 8,133 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $655,100 | 6,490 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $672,588 | 6,115 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $609,693 | 4,835 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $610,530 | 4,478 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $469,121 | 3,428 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $352,996 | 2,375 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $372,949 | 2,372 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $264,511 | 1,697 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $292,536 | 1,632 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 | $297,774 | 1,535 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $249,460 | 1,435 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $221,794 | 1,373 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $250,627 | 1,373 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $267,431 | 1,247 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 | $267,281 | 1,247 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||