Position in UPS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$251,872
+$21,467 QoQ
Shares Held
2,343
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,658
of 2,129 holders
Holding Since
Mar 2021
3 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, 2026Klingman & Associates, LLC holds $521,163 across 2 Integrated Freight & Logistics names. UPS ranks #2 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
860 | $269,291 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
2,343 | $251,872 |
All Filings in UPS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,872 | 2,343 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $230,405 | 2,342 | Shares | Sole | 2026-05-14 | |
| 2021-03-31 | $232,886 | 1,370 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||