Position in UPS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$819,687
+$89,413 QoQ
Shares Held
7,625
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,097
of 2,129 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $4,581,074 across 8 Integrated Freight & Logistics names. UPS ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
9,242 | $2,893,947 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
7,625 | $819,687 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
2,837 | $534,320 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
468 | $135,453 | |
| 5 | ZTO |
ZTO Express (Cayman) Inc.
|
4,516 | $101,068 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
346 | $52,246 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
229 | $37,322 | |
| 8 | LSTR |
Landstar System Inc
|
34 | $7,031 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $819,687 | 7,625 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $730,274 | 7,423 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $532,451 | 5,368 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $618,038 | 7,399 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $3,367,762 | 33,364 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $3,514,950 | 31,957 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,660,610 | 13,169 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $2,292,148 | 16,812 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $2,622,456 | 19,163 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,736,724 | 18,413 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $3,173,373 | 20,183 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $3,725,604 | 23,902 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $5,129,418 | 28,616 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $7,329,136 | 37,781 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $4,877,602 | 28,058 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $4,022,022 | 24,898 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $2,904,393 | 15,911 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $2,532,987 | 11,811 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $2,424,185 | 11,310 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $2,154,425 | 11,831 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $4,966,947 | 23,883 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $4,085,879 | 24,036 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $4,342,025 | 25,784 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $8,403,150 | 50,430 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $7,700,549 | 69,262 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $6,577,889 | 70,412 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||