Position in UPS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$30,302,530
+$6,928,328 QoQ
Shares Held
281,884
+18.6% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#169
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026NewEdge Advisors, LLC holds $46,314,828 across 12 Integrated Freight & Logistics names. UPS ranks #1 (65.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
281,884 | $30,302,530 | |
| 2 | FDX |
Fedex Corp
|
34,354 | $10,757,268 | |
| 3 | FDXF |
FedEx Freight Holding Company, Inc.
|
11,857 | $1,790,407 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
3,659 | $1,059,024 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
5,996 | $977,228 | |
| 6 | LSTR |
Landstar System Inc
|
3,141 | $649,590 | |
| 7 | CHRW |
C. H. Robinson Worldwide, Inc.
|
2,650 | $499,101 | |
| 8 | HUBG |
Hub Group, Inc.
|
6,020 | $263,615 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,302,530 | 281,884 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $23,374,202 | 237,591 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $23,899,036 | 240,942 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $14,858,650 | 177,884 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $12,188,807 | 120,753 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,113,690 | 91,951 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,613,810 | 92,100 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,758,424 | 93,578 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,107,182 | 103,085 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $16,257,595 | 109,383 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,622,041 | 105,718 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $17,827,007 | 114,371 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $47,459,484 | 264,767 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $52,156,345 | 268,861 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,924,319 | 249,857 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $38,157,363 | 236,210 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $43,501,107 | 238,310 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $46,335,369 | 216,056 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $44,844,643 | 209,222 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $33,851,660 | 185,896 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $36,490,208 | 175,459 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $28,524,322 | 167,800 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $23,080,062 | 137,055 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $5,249,178 | 31,502 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,271,963 | 20,435 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $2,258,802 | 24,179 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||