Position in UPS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$18,135,172
+$1,094,430 QoQ
Shares Held
184,338
+7.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Allworth Financial LP holds $25,606,391 across 14 Integrated Freight & Logistics names. UPS ranks #1 (70.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
184,338 | $18,135,172 | |
| 2 | FDX |
Fedex Corp
|
13,077 | $4,657,766 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
6,792 | $972,818 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
4,547 | $963,509 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,532 | $254,419 | |
| 6 | LSTR |
Landstar System Inc
|
1,587 | $254,411 | |
| 7 | PBI |
Pitney Bowes Inc /De/
|
22,313 | $246,558 | |
| 8 | ZTO |
ZTO Express (Cayman) Inc.
|
2,469 | $62,144 |
All Filings in UPS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,135,172 | 184,338 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,040,742 | 171,799 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $16,100,574 | 192,752 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $19,082,202 | 189,045 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $16,381,360 | 148,935 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $18,128,766 | 143,765 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $19,203,625 | 140,851 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $18,837,539 | 137,651 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,343,134 | 22,493 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,174,630 | 20,191 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,295,715 | 21,144 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,850,612 | 15,903 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $3,144,383 | 16,209 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,741,804 | 15,772 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,739,072 | 16,956 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,011,544 | 16,498 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,765,005 | 8,230 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,388,494 | 6,478 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,111,174 | 6,102 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $262,666 | 1,263 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $170,329 | 1,002 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $139,266 | 827 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $134,970 | 810 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $82,050 | 738 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $68,850 | 737 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||