Position in UPS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,745,550
+$2,490,434 QoQ
Shares Held
25,540
+893.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#648
of 2,129 holders
Holding Since
Jun 2025
4 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, 2026Coastal Bridge Advisors, LLC holds $3,982,355 across 3 Integrated Freight & Logistics names. UPS ranks #1 (68.9% of the industry book) .
All Filings in UPS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,745,550 | 25,540 | Shares | Sole | 2026-08-17 | |
| 2025-12-31 | $255,116 | 2,572 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $221,939 | 2,657 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $289,294 | 2,866 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||