Position in UPS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,860,969
-$67,737 QoQ
Shares Held
35,916
-10.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#533
of 2,129 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Derivatives in UPS
reported options exposure · as of Jun 30, 2026CallValue
$2,472,500
CallShares
23,000
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, 2026Vontobel Holding Ltd. holds $7,974,557 across 5 Integrated Freight & Logistics names. UPS ranks #1 (48.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
35,916 | $3,860,969 | |
| 2 | FDX |
Fedex Corp
|
9,627 | $3,014,500 | |
| 3 | SERV |
Serve Robotics Inc. /DE/
|
67,922 | $446,926 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,732 | $326,203 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
2,000 | $325,959 |
All Filings in UPS
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,472,500 | 23,000 | Call | Defined | 2026-08-03 | |
| 2026-06-30 | $3,860,969 | 35,916 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $3,928,706 | 39,934 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,350,803 | 23,700 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $9,018,155 | 90,918 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $9,428,865 | 112,880 | Shares | Defined | 2025-10-15 | |
| 2025-09-30 | $150,354 | 1,800 | Call | Defined | 2025-10-15 | |
| 2025-06-30 | $181,692 | 1,800 | Call | Defined | 2025-07-23 | |
| 2025-06-30 | $9,635,529 | 95,458 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $10,037,796 | 91,261 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $11,533,734 | 91,465 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $12,384,851 | 90,838 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $16,115,865 | 117,763 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $17,993,294 | 121,061 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $24,920,010 | 158,494 | Shares | Defined | 2024-06-04 | |
| 2023-09-30 | $24,868,277 | 159,545 | Shares | Defined | 2024-06-04 | |
| 2023-06-30 | $28,287,620 | 157,811 | Shares | Defined | 2024-06-04 | |
| 2023-03-31 | $29,631,971 | 152,750 | Shares | Defined | 2024-06-04 | |
| 2022-12-31 | $27,691,841 | 159,295 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $24,459,576 | 151,415 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $32,252,443 | 176,687 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $33,901,835 | 158,080 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $45,883,976 | 214,071 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $30,719,539 | 168,696 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $23,056,175 | 110,863 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $21,301,105 | 125,308 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $22,050,125 | 130,939 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||