Position in UPS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$50,310
+$16,074 QoQ
Shares Held
468
+34.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,896
of 2,129 holders
Holding Since
Mar 2020
25 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, 2026Asset Dedication, LLC holds $322,764 across 6 Integrated Freight & Logistics names. UPS ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
465 | $145,605 | |
| 2 | EXPD |
Expeditors International Of Washington Inc
|
503 | $81,978 | |
| 3 | UPS |
United Parcel Service Inc
This page
|
468 | $50,310 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
234 | $35,334 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
31 | $8,972 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
3 | $565 |
All Filings in UPS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,310 | 468 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $34,236 | 348 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $69,532 | 701 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $285,923 | 3,423 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $253,763 | 2,514 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $92,391 | 840 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $118,534 | 940 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $119,979 | 880 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $156,145 | 1,141 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $146,103 | 983 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $158,802 | 1,010 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $156,025 | 1,001 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $177,099 | 988 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $185,066 | 954 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $166,886 | 960 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $153,301 | 949 | Shares | Sole | 2022-10-27 | |
| 2022-03-31 | $229,257 | 1,069 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $217,555 | 1,015 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $189,930 | 1,043 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $205,474 | 988 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $167,950 | 988 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $188,776 | 1,121 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $187,625 | 1,126 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $113,959 | 1,025 | Shares | Sole | 2020-08-24 | |
| 2020-03-31 | $86,320 | 924 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||