Gallagher Fiduciary Advisors, LLC

Position in UPS — United Parcel Service Inc

CIK 1527781 ROLLING MEADOWS, IL

Position in UPS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$458,487

+$61,721 QoQ

Shares Held

4,265

+5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,345

of 2,129 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Gallagher Fiduciary Advisors, LLC holds $987,854 across 2 Integrated Freight & Logistics names. UPS ranks #2 (46.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JBHT	Hunt J B Transport Services Inc	1,829	$529,367
2	UPS	United Parcel Service Inc This page	4,265	$458,487

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$458,487	4,265	+5.8%	Shares	Sole	2026-08-14
2026-03-31	$396,766	4,033	-23.3%	Shares	Sole	2026-05-15
2025-12-31	$521,541	5,258	-5.5%	Shares	Sole	2026-02-17
2025-09-30	$464,760	5,564	-29.0%	Shares	Sole	2025-11-14
2025-06-30	$791,066	7,837	+9.6%	Shares	Sole	2025-08-14
2025-03-31	$786,318	7,149	+2.8%	Shares	Sole	2025-05-15
2024-12-31	$877,151	6,956	+40.5%	Shares	Sole	2025-02-14
2024-09-30	$674,883	4,950	+0.2%	Shares	Sole	2024-11-14
2024-06-30	$675,902	4,939	+14.4%	Shares	Sole	2024-08-14
2024-03-31	$641,487	4,316	-0.3%	Shares	Sole	2024-05-15
2023-12-31	$680,648	4,329	+7.7%	Shares	Defined	2024-02-14
2023-09-30	$626,285	4,018	-1.1%	Shares	Defined	2023-11-14
2023-06-30	$728,113	4,062	-3.7%	Shares	Defined	2023-08-14
2023-03-31	$818,443	4,219	—	Shares	Defined	2023-05-15
No filing history on record for this holder in this stock.