Position in UPS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$14,906,810
+$1,556,251 QoQ
Shares Held
138,668
+2.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#246
of 2,129 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Gradient Investments LLC holds $15,252,505 across 2 Integrated Freight & Logistics names. UPS ranks #1 (97.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
138,668 | $14,906,810 | |
| 2 | FDX |
Fedex Corp
|
1,104 | $345,695 |
All Filings in UPS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,906,810 | 138,668 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $13,350,559 | 135,704 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $14,076,449 | 141,914 | Shares | Sole | 2026-01-08 | |
| 2024-12-31 | $213,487 | 1,693 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $205,873 | 1,510 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $204,727 | 1,496 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $331,890 | 2,233 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $15,236,373 | 96,905 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $14,500,897 | 93,032 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $16,815,442 | 93,810 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $17,039,111 | 87,835 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $14,596,997 | 83,968 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $12,604,966 | 78,030 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $13,536,983 | 74,159 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $14,287,110 | 66,619 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $13,929,099 | 64,986 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $11,519,099 | 63,257 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $13,082,144 | 62,904 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $11,120,915 | 65,421 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $285,606 | 1,696 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $290,436 | 1,743 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $255,602 | 2,299 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $8,733,835 | 93,490 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||