Position in UPS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,670,852
+$298,293 QoQ
Shares Held
37,313
+9.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026Summit Trail Advisors, LLC holds $84,298,672 across 7 Integrated Freight & Logistics names. UPS ranks #3 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXPD |
Expeditors International Of Washington Inc
|
485,717 | $69,569,245 | |
| 2 | JBHT |
Hunt J B Transport Services Inc
|
19,260 | $4,081,194 | |
| 3 | UPS |
United Parcel Service Inc
This page
|
37,313 | $3,670,852 | |
| 4 | FDX |
Fedex Corp
|
11,963 | $3,433,506 | |
| 5 | LSTR |
Landstar System Inc
|
9,579 | $1,535,609 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
8,868 | $1,472,708 | |
| 7 | GXO |
GXO Logistics, Inc.
|
10,329 | $535,558 |
All Filings in UPS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,670,852 | 37,313 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,372,559 | 34,001 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,825,819 | 33,830 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,579,938 | 35,466 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $807,678 | 5,924 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $744,600 | 5,441 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $949,299 | 6,387 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $739,295 | 4,702 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $646,081 | 4,145 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $948,591 | 5,292 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $713,689 | 3,679 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $460,849 | 2,651 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $493,504 | 3,055 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $431,159 | 2,362 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $467,522 | 2,180 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $307,363 | 1,434 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $238,915 | 1,312 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $233,134 | 1,121 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||