Position in UPS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$356,147
-$52,917 QoQ
Shares Held
3,313
-20.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,478
of 2,129 holders
Holding Since
Sep 2020
23 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, 2026CWA Asset Management Group, LLC holds $9,862,800 across 6 Integrated Freight & Logistics names. UPS ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
12,968 | $4,060,669 | |
| 2 | JBHT |
Hunt J B Transport Services Inc
|
13,780 | $3,988,345 | |
| 3 | FDXF |
FedEx Freight Holding Company, Inc.
|
6,593 | $995,543 | |
| 4 | UPS |
United Parcel Service Inc
This page
|
3,313 | $356,147 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
1,474 | $240,232 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,178 | $221,864 |
All Filings in UPS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,147 | 3,313 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $409,064 | 4,158 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $380,096 | 3,832 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $315,743 | 3,780 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $254,772 | 2,524 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $381,335 | 3,467 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $412,851 | 3,274 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $3,520,980 | 25,825 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $4,302,838 | 28,950 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,340,631 | 33,967 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,295,527 | 33,974 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,908,080 | 32,960 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $5,973,922 | 30,795 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $5,159,223 | 29,678 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $300,141 | 1,858 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $322,548 | 1,767 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $352,357 | 1,643 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $289,573 | 1,351 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $252,208 | 1,385 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $273,896 | 1,317 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $223,536 | 1,315 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $471,520 | 2,800 | Shares | Sole | 2021-02-23 | |
| 2020-09-30 | $391,747 | 2,351 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||