Clean Yield Group

Position in UPS — United Parcel Service Inc

CIK 1525865 NORWICH, VT

Position in UPS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,852,010

+$523,389 QoQ

Shares Held

17,228

+27.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#779

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

Clean Yield Group holds $4,252,607 across 4 Integrated Freight & Logistics names. UPS ranks #2 (43.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXPD	Expeditors International Of Washington Inc	13,168	$2,146,120
2	UPS	United Parcel Service Inc This page	17,228	$1,852,010
3	FDX	Fedex Corp	655	$205,100
4	FDXF	FedEx Freight Holding Company, Inc.	327	$49,377

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,852,010	17,228	+27.6%	Shares	Sole	2026-08-05
2026-03-31	$1,328,621	13,505	+2.5%	Shares	Sole	2026-04-14
2025-12-31	$1,306,629	13,173	-8.9%	Shares	Sole	2026-01-26
2025-09-30	$1,207,676	14,458	+0.4%	Shares	Sole	2025-10-23
2025-06-30	$1,453,132	14,396	+1.5%	Shares	Sole	2025-07-17
2025-03-31	$1,560,758	14,190	-1.9%	Shares	Sole	2025-04-14
2024-12-31	$1,824,793	14,471	+3.3%	Shares	Sole	2025-01-13
2024-09-30	$1,909,305	14,004	+43.6%	Shares	Sole	2024-10-07
2024-06-30	$1,334,834	9,754	+25.0%	Shares	Sole	2024-07-10
2024-03-31	$1,159,611	7,802	+664.2%	Shares	Sole	2024-05-29
2023-12-31	$160,531	1,021	0.0%	Shares	Sole	2024-01-24
2023-09-30	$159,143	1,021	0.0%	Shares	Sole	2023-10-12
2023-06-30	$183,014	1,021	-8.9%	Shares	Sole	2023-07-26
2023-03-31	$217,462	1,121	-0.9%	Shares	Sole	2023-04-26
2022-12-31	$196,613	1,131	+0.9%	Shares	Sole	2023-01-31
2022-09-30	$181,086	1,121	0.0%	Shares	Sole	2022-10-31
2022-06-30	$204,627	1,121	-18.2%	Shares	Sole	2022-07-18
2022-03-31	$294,024	1,371	+1.3%	Shares	Sole	2022-04-25
2021-12-31	$290,002	1,353	+8.0%	Shares	Sole	2022-01-24
2021-09-30	$228,171	1,253	+4.4%	Shares	Sole	2021-10-27
2021-06-30	$249,564	1,200	0.0%	Shares	Sole	2021-07-26
2021-03-31	$203,988	1,200	-39.4%	Shares	Sole	2021-04-26
2020-12-31	$333,432	1,980	-1.1%	Shares	Sole	2021-01-26
2020-09-30	$333,759	2,003	+2.4%	Shares	Sole	2020-10-16
2020-06-30	$217,579	1,957	-12.9%	Shares	Sole	2020-07-22
2020-03-31	$209,914	2,247	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.