Position in UPS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$11,689,657
+$1,405,111 QoQ
Shares Held
108,741
+4.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#301
of 2,129 holders
Holding Since
Mar 2020
26 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, 2026NorthRock Partners, LLC holds $11,973,039 across 2 Integrated Freight & Logistics names. UPS ranks #1 (97.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
108,741 | $11,689,657 | |
| 2 | FDX |
Fedex Corp
|
905 | $283,382 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,689,657 | 108,741 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $10,284,546 | 104,539 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,623,447 | 107,102 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,819,805 | 33,758 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,819,948 | 18,030 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $1,244,976 | 11,319 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,587,094 | 12,586 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $1,663,484 | 12,201 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $1,932,458 | 14,121 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $1,900,531 | 12,787 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $1,970,563 | 12,533 | Shares | Sole | 2025-04-22 | |
| 2023-09-30 | $1,678,252 | 10,767 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,768,839 | 9,868 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,878,405 | 9,683 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,742,746 | 10,025 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,627,838 | 10,077 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,652,717 | 9,054 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $990,161 | 4,617 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $899,799 | 4,198 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $536,466 | 2,946 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $486,857 | 2,341 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $450,813 | 2,652 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $466,804 | 2,772 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $454,899 | 2,730 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $391,020 | 3,517 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $267,835 | 2,867 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||