Position in UPS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$270,040
+$2,053 QoQ
Shares Held
2,512
-7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,616
of 2,129 holders
Holding Since
Jun 2020
13 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, 2026Plancorp, LLC holds $678,361 across 2 Integrated Freight & Logistics names. UPS ranks #2 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
1,304 | $408,321 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
2,512 | $270,040 |
All Filings in UPS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,040 | 2,512 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $267,987 | 2,724 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $258,191 | 2,603 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $235,593 | 2,334 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $265,955 | 2,418 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $301,000 | 2,387 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $268,317 | 1,968 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $251,667 | 1,839 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $279,573 | 1,881 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $269,177 | 1,712 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $237,078 | 1,521 | Shares | Sole | 2023-11-08 | |
| 2020-09-30 | $269,940 | 1,620 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $218,135 | 1,962 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||