Position in UPS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,087,080
+$566,388 QoQ
Shares Held
56,624
+0.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#418
of 2,129 holders
Holding Since
Mar 2020
23 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 Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$551,298
PutShares
6,600
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, 2026Sequoia Financial Advisors, LLC holds $25,477,934 across 10 Integrated Freight & Logistics names. UPS ranks #2 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHRW |
C. H. Robinson Worldwide, Inc.
|
45,424 | $8,555,156 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
56,624 | $6,087,080 | |
| 3 | FDX |
Fedex Corp
|
13,865 | $4,341,547 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
7,546 | $2,184,038 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
9,028 | $1,471,383 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
6,891 | $1,040,541 | |
| 7 | LSTR |
Landstar System Inc
|
3,461 | $715,769 | |
| 8 | ZTO |
ZTO Express (Cayman) Inc.
|
19,816 | $443,482 |
All Filings in UPS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,087,080 | 56,624 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $5,520,692 | 56,116 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,031,942 | 60,812 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,064,883 | 84,579 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $551,298 | 6,600 | Put | Sole | 2025-10-29 | |
| 2025-06-30 | $8,930,262 | 88,471 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $10,836,434 | 98,522 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $13,712,122 | 100,573 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $15,249,195 | 111,430 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $13,642,599 | 91,789 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $15,100,054 | 96,038 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,223,983 | 33,515 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,308,345 | 35,193 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,055,998 | 36,373 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $3,274,900 | 20,273 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $4,067,903 | 22,285 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $7,816,209 | 36,446 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $1,094,056 | 6,008 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $7,273,334 | 34,973 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,581,298 | 15,185 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,585,108 | 15,351 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,420,967 | 14,529 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,581,869 | 14,228 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $1,324,135 | 14,174 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||