Position in UPS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$708,434
+$122,122 QoQ
Shares Held
7,201
+21.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
18 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 Mar 31, 2026Phoenix Financial Ltd. holds $5,804,956 across 4 Integrated Freight & Logistics names. UPS ranks #2 (12.2% of the industry book) .
All Filings in UPS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $708,434 | 7,201 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $586,312 | 5,911 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $406,707 | 4,869 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $369,642 | 3,662 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,726,622 | 15,698 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $676,904 | 5,368 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $850,216 | 6,236 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $507,302 | 3,707 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,665,346 | 31,389 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,387,992 | 21,548 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,981,013 | 19,125 | Shares | Sole | 2023-12-04 | |
| 2023-06-30 | $3,423,854 | 19,101 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,019,842 | 15,567 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,011,502 | 11,571 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,976,764 | 12,237 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,111,804 | 11,569 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,089,697 | 9,744 | Shares | Sole | 2022-05-10 | |
| 2020-06-30 | $346,325 | 3,115 | Shares | Defined | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||