Position in UPS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$904,505
+$196,071 QoQ
Shares Held
8,414
+16.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,061
of 2,140 holders
Holding Since
Jun 2020
19 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, 2026Phoenix Financial Ltd. holds $9,301,410 across 8 Integrated Freight & Logistics names. UPS ranks #2 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PBI |
Pitney Bowes Inc /De/
|
380,000 | $6,657,600 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
8,414 | $904,505 | |
| 3 | FDX |
Fedex Corp
|
2,138 | $669,471 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
895 | $259,039 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
1,528 | $249,033 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,312 | $247,102 | |
| 7 | GXO |
GXO Logistics, Inc.
|
4,000 | $202,800 | |
| 8 | SERV |
Serve Robotics Inc. /DE/
|
17,000 | $111,860 |
All Filings in UPS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $904,505 | 8,414 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||