Evercore Wealth Management, LLC
Position in UPS — United Parcel Service Inc
CIK 1482689
New York, NY
Position in UPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,356,112
+$140,136 QoQ
Shares Held
12,615
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#899
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Evercore Wealth Management, LLC holds $1,597,187 across 2 Integrated Freight & Logistics names. UPS ranks #1 (84.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
12,615 | $1,356,112 | |
| 2 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,280 | $241,075 |
All Filings in UPS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,356,112 | 12,615 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,215,976 | 12,360 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,482,889 | 14,950 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,346,503 | 16,120 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,251,466 | 22,305 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,094,487 | 37,226 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,832,953 | 62,117 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,167,611 | 45,237 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,975,343 | 58,278 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $9,007,869 | 60,606 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $9,902,815 | 62,983 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,011,185 | 77,059 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,529,645 | 81,058 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $15,949,081 | 82,216 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $7,703,545 | 44,314 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,662,070 | 41,241 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,518,822 | 41,190 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,873,281 | 41,375 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,040,860 | 42,180 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,678,246 | 42,165 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,922,952 | 42,905 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,897,734 | 46,460 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $8,616,522 | 51,167 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $8,572,446 | 51,446 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $6,143,472 | 55,257 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,533,452 | 59,232 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||