Position in UPS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$295,625
+$32,459 QoQ
Shares Held
2,750
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#820
of 1,174 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026INVESTMENT HOUSE LLC holds $17,864,515 across 4 Integrated Freight & Logistics names. UPS ranks #4 (1.7% of the industry book) .
All Filings in UPS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,625 | 2,750 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $263,166 | 2,675 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $260,373 | 2,625 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $256,437 | 3,070 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $556,785 | 5,516 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,779,227 | 25,268 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,393,098 | 26,908 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,185,638 | 30,700 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,063,823 | 44,310 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $7,044,913 | 47,399 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $7,106,796 | 45,200 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $10,841,849 | 69,557 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $15,993,939 | 89,227 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $19,050,205 | 98,202 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $16,991,121 | 97,740 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $15,084,766 | 93,381 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $16,457,988 | 90,161 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $17,030,483 | 79,411 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $15,993,193 | 74,616 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $12,409,386 | 68,146 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,825,637 | 66,479 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $11,061,079 | 65,069 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $10,367,546 | 61,565 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $7,912,092 | 47,483 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $5,258,035 | 47,293 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $4,374,858 | 46,830 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||