Position in UPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$56,440,938
+$4,091,466 QoQ
Shares Held
525,032
-1.3% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#111
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 30%
Shared 10%
None 60%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Derivatives in UPS
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$860,000
PutShares
8,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Cerity Partners LLC holds $182,045,348 across 9 Integrated Freight & Logistics names. UPS ranks #1 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
525,032 | $56,440,938 | |
| 2 | FDX |
Fedex Corp
|
147,103 | $46,062,361 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
152,338 | $44,091,186 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
77,216 | $11,659,616 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
69,895 | $11,391,486 | |
| 6 | LSTR |
Landstar System Inc
|
37,473 | $7,749,790 | |
| 7 | CHRW |
C. H. Robinson Worldwide, Inc.
|
18,996 | $3,577,706 | |
| 8 | PBI |
Pitney Bowes Inc /De/
|
37,128 | $650,481 |
All Filings in UPS
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,440,938 | 525,032 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $860,000 | 8,000 | Put | Other | 2026-08-14 | |
| 2026-03-31 | $52,349,472 | 532,115 | Shares | Other | 2026-05-15 | |
| 2026-03-31 | $787,040 | 8,000 | Put | Other | 2026-05-15 | |
| 2025-12-31 | $51,713,795 | 521,361 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $34,079,905 | 407,996 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $43,347,673 | 429,440 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $46,628,610 | 423,935 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $52,805,383 | 418,758 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $60,507,010 | 443,795 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $62,485,162 | 456,596 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $73,283,359 | 493,059 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $60,907,914 | 387,381 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $53,410,414 | 342,660 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $66,059,181 | 368,531 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $54,173,841 | 279,261 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $45,412,570 | 261,232 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $29,204,655 | 180,789 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $32,896,446 | 180,215 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $18,436,697 | 85,968 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $12,423,146 | 57,960 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,507,068 | 30,242 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $6,334,766 | 30,460 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $3,234,909 | 19,030 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $3,550,545 | 21,084 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,299,887 | 25,805 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $271,501 | 2,442 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $221,779 | 2,374 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||