Position in UPS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$584,585
+$49,693 QoQ
Shares Held
5,438
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,238
of 2,129 holders
Holding Since
Dec 2020
23 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 Jun 30, 2026Joel Isaacson & Co., LLC holds $1,398,409 across 2 Integrated Freight & Logistics names. UPS ranks #2 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
2,599 | $813,824 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
5,438 | $584,585 |
All Filings in UPS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,585 | 5,438 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $534,892 | 5,437 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $559,927 | 5,645 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $554,722 | 6,641 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $592,719 | 5,872 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $643,881 | 5,854 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $703,385 | 5,578 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $721,511 | 5,292 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $761,022 | 5,561 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $777,929 | 5,234 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $821,683 | 5,226 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $816,602 | 5,239 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $941,958 | 5,255 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,100,893 | 5,675 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $986,542 | 5,675 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $900,585 | 5,575 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $387,167 | 2,121 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $454,869 | 2,121 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $456,972 | 2,132 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $383,684 | 2,107 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $502,039 | 2,414 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $378,397 | 2,226 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $258,662 | 1,536 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||