Position in UPS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,762,462
-$407,899 QoQ
Shares Held
16,395
-25.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#804
of 2,129 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Derivatives in UPS
reported options exposure · as of Dec 31, 2020CallValue
$14,000
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $12,425,036 across 8 Integrated Freight & Logistics names. UPS ranks #3 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHRW |
C. H. Robinson Worldwide, Inc.
|
19,724 | $3,714,818 | |
| 2 | FDX |
Fedex Corp
|
9,100 | $2,849,483 | |
| 3 | UPS |
United Parcel Service Inc
This page
|
16,395 | $1,762,462 | |
| 4 | LSTR |
Landstar System Inc
|
5,371 | $1,110,776 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
3,490 | $1,010,110 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
5,009 | $816,366 | |
| 7 | RLGT |
Radiant Logistics, Inc
|
63,415 | $599,905 | |
| 8 | FDXF |
FedEx Freight Holding Company, Inc.
|
3,716 | $561,116 |
All Filings in UPS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,762,462 | 16,395 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,170,361 | 22,061 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,447,711 | 24,677 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $216,843 | 2,596 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $594,536 | 5,890 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $498,364 | 4,531 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $292,804 | 2,322 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $389,523 | 2,857 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $400,833 | 2,929 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $555,876 | 3,740 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,060,516 | 6,745 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,079,088 | 6,923 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,220,692 | 6,810 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,223,688 | 6,308 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $729,606 | 4,197 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,430,113 | 8,853 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $840,414 | 4,604 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $903,091 | 4,211 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $776,553 | 3,623 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $544,843 | 2,992 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $613,095 | 2,948 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $531,048 | 3,124 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $345,893 | 2,054 | Shares | Sole | 2021-01-19 | |
| 2020-12-31 | $14,000 | 500 | Call | Sole | 2021-01-19 | |
| 2020-09-30 | $289,103 | 1,735 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||