Roundview Capital LLC

Position in UPS — United Parcel Service Inc

CIK 1476804 PRINCETON, NJ

Position in UPS

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$809,690

+$20,880 QoQ

Shares Held

7,532

-6.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,104

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Roundview Capital LLC holds $1,997,093 across 3 Integrated Freight & Logistics names. UPS ranks #2 (40.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDXF	FedEx Freight Holding Company, Inc.	5,371	$811,021
2	UPS	United Parcel Service Inc This page	7,532	$809,690
3	FDX	Fedex Corp	1,202	$376,382

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$809,690	7,532	-6.1%	Shares	Sole	2026-07-30
2026-03-31	$788,810	8,018	-6.9%	Shares	Sole	2026-05-08
2025-12-31	$854,422	8,614	-7.4%	Shares	Sole	2026-02-09
2025-09-30	$776,912	9,301	-9.2%	Shares	Sole	2025-11-12
2025-06-30	$1,033,625	10,240	-7.4%	Shares	Sole	2025-07-23
2025-03-31	$1,216,269	11,058	-3.5%	Shares	Sole	2025-05-06
2024-12-31	$1,444,853	11,458	-4.3%	Shares	Sole	2025-02-12
2024-09-30	$1,633,216	11,979	-2.8%	Shares	Sole	2024-11-14
2024-06-30	$1,687,086	12,328	-30.3%	Shares	Sole	2024-08-09
2024-03-31	$2,627,035	17,675	-12.3%	Shares	Sole	2024-05-06
2023-12-31	$3,169,285	20,157	-7.4%	Shares	Sole	2024-02-12
2023-09-30	$3,393,289	21,770	+0.3%	Shares	Sole	2023-11-13
2023-06-30	$3,890,083	21,702	+0.9%	Shares	Sole	2023-08-09
2023-03-31	$4,170,591	21,499	+1.1%	Shares	Sole	2023-05-09
2022-12-31	$3,698,098	21,273	+0.6%	Shares	Sole	2023-02-13
2022-09-30	$3,414,794	21,139	+1.7%	Shares	Sole	2022-11-10
2022-06-30	$3,795,006	20,790	+1.3%	Shares	Sole	2022-08-11
2022-03-31	$4,402,434	20,528	+2.0%	Shares	Sole	2022-05-17
2021-12-31	$4,314,021	20,127	-0.1%	Shares	Sole	2022-02-10
2021-09-30	$3,670,407	20,156	-0.0%	Shares	Sole	2021-11-10
2021-06-30	$4,193,507	20,164	-0.6%	Shares	Sole	2021-08-10
2021-03-31	$3,448,587	20,287	+0.3%	Shares	Sole	2021-05-14
2020-12-31	$3,405,721	20,224	-0.5%	Shares	Sole	2021-02-08
2020-09-30	$3,387,587	20,330	-0.4%	Shares	Sole	2020-11-05
2020-06-30	$2,269,850	20,416	+1.7%	Shares	Sole	2020-08-13
2020-03-31	$1,874,939	20,070	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.