Position in UPS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,899,025
+$25,805 QoQ
Shares Held
36,270
-7.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#530
of 2,129 holders
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)
Derivatives in UPS
reported options exposure · as of Dec 31, 2024CallValue
$119,709
CallShares
120,000
PutValue
$0
PutShares
0
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, 2026Columbia Asset Management holds $4,315,487 across 2 Integrated Freight & Logistics names. UPS ranks #1 (90.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
36,270 | $3,899,025 | |
| 2 | FDX |
Fedex Corp
|
1,330 | $416,462 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,899,025 | 36,270 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,873,220 | 39,370 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,785,288 | 38,162 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,148,913 | 37,698 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,334,565 | 42,942 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,841,759 | 44,020 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $5,001,126 | 39,660 | Shares | Sole | 2025-02-12 | |
| 2024-12-31 | $119,709 | 120,000 | Call | Sole | 2025-02-12 | |
| 2024-09-30 | $5,765,136 | 42,285 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,426,786 | 39,655 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,562,197 | 30,695 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,825,388 | 30,690 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,260,300 | 33,748 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,168,888 | 34,415 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,505,842 | 33,537 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,458,228 | 31,398 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,808,561 | 29,767 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,927,302 | 26,993 | Shares | Sole | 2022-08-26 | |
| 2021-12-31 | $5,022,414 | 23,432 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,810,078 | 20,923 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,978,466 | 19,130 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $5,725,263 | 33,680 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $5,464,916 | 32,452 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,405,643 | 32,441 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,203,557 | 46,803 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,226,320 | 45,240 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||