Morningstar Investment Management LLC
Position in UPS — United Parcel Service Inc
CIK 1673385
CHICAGO, IL
Position in UPS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,728,672
+$231,493 QoQ
Shares Held
25,383
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#652
of 2,129 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Morningstar Investment Management LLC holds $3,110,856 across 2 Integrated Freight & Logistics names. UPS ranks #1 (87.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
25,383 | $2,728,672 | |
| 2 | LSTR |
Landstar System Inc
|
1,848 | $382,184 |
All Filings in UPS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,728,672 | 25,383 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,497,179 | 25,383 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,317,177 | 23,361 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,008,562 | 24,046 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $836,287 | 8,285 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $637,057 | 5,052 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $675,837 | 4,957 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $678,639 | 4,959 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $737,056 | 4,959 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $779,703 | 4,959 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||