Position in UPS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,064,035
+$91,352 QoQ
Shares Held
9,898
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#988
of 2,129 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $1,133,398 across 8 Integrated Freight & Logistics names. UPS ranks #1 (93.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
9,898 | $1,064,035 | |
| 2 | FDX |
Fedex Corp
|
114 | $35,696 | |
| 3 | ZTO |
ZTO Express (Cayman) Inc.
|
634 | $14,188 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
54 | $8,154 | |
| 5 | PBI |
Pitney Bowes Inc /De/
|
430 | $7,533 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
6 | $1,736 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
8 | $1,303 | |
| 8 | CHRW |
C. H. Robinson Worldwide, Inc.
|
4 | $753 |
All Filings in UPS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,064,035 | 9,898 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $972,683 | 9,887 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $976,128 | 9,841 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $756,531 | 9,057 | Shares | Sole | 2025-10-21 | |
| 2024-03-31 | $1,270,637 | 8,549 | Shares | Sole | 2024-04-23 | |
| 2023-03-31 | $1,735,434 | 8,946 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $1,545,263 | 8,889 | Shares | Other | 2023-01-11 | |
| 2022-09-30 | $1,437,544 | 8,899 | Shares | Other | 2022-10-20 | |
| 2022-06-30 | $1,636,836 | 8,967 | Shares | Other | 2022-07-19 | |
| 2022-03-31 | $1,958,234 | 9,131 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $1,966,783 | 9,176 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,679,144 | 9,221 | Shares | Other | 2021-10-19 | |
| 2021-06-30 | $1,927,881 | 9,270 | Shares | Other | 2021-07-22 | |
| 2021-03-31 | $1,612,525 | 9,486 | Shares | Other | 2021-04-19 | |
| 2020-12-31 | $1,597,442 | 9,486 | Shares | Other | 2021-01-29 | |
| 2020-09-30 | $1,726,786 | 10,363 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $1,171,392 | 10,536 | Shares | Other | 2020-07-22 | |
| 2020-03-31 | $987,075 | 10,566 | Shares | Other | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||