Position in UPS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$31,621,299
-$1,388,438 QoQ
Shares Held
321,420
-3.4% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 37.558347109256594.ToString("F0")%
Shared 0.ToString("F0")%
None 62.441652890743406.ToString("F0")%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026Focus Partners Wealth holds $321,246,353 across 7 Integrated Freight & Logistics names. UPS ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GXO |
GXO Logistics, Inc.
|
4,185,275 | $217,006,508 | |
| 2 | FDX |
Fedex Corp
|
194,729 | $55,889,267 | |
| 3 | UPS |
United Parcel Service Inc
This page
|
321,420 | $31,621,299 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
46,170 | $9,783,423 | |
| 5 | LSTR |
Landstar System Inc
|
36,245 | $5,810,435 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
4,730 | $785,511 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
2,443 | $349,910 |
All Filings in UPS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,621,299 | 321,420 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,009,737 | 332,793 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,711,076 | 283,863 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $30,370,726 | 300,879 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $42,438,321 | 385,838 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $53,807,626 | 426,706 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $49,748,557 | 364,886 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $143,121,834 | 1,045,830 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $27,830,224 | 187,245 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $9,822,944 | 62,475 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||