Position in UPS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$29,455
+$2,499 QoQ
Shares Held
274
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,947
of 2,129 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Clearstead Trust, LLC holds $627,893 across 8 Integrated Freight & Logistics names. UPS ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
1,306 | $408,947 | |
| 2 | FDXF |
FedEx Freight Holding Company, Inc.
|
650 | $98,150 | |
| 3 | UPS |
United Parcel Service Inc
This page
|
274 | $29,455 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
143 | $26,932 | |
| 5 | GXO |
GXO Logistics, Inc.
|
404 | $20,482 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
66 | $19,102 | |
| 7 | LSTR |
Landstar System Inc
|
88 | $18,199 | |
| 8 | SERV |
Serve Robotics Inc. /DE/
|
1,007 | $6,626 |
All Filings in UPS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,455 | 274 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $26,956 | 274 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $43,147 | 435 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $36,168 | 433 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $47,946 | 475 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $138,147 | 1,256 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $153,337 | 1,216 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $165,107 | 1,211 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $163,535 | 1,195 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $176,126 | 1,185 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $182,072 | 1,158 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $181,432 | 1,164 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $117,767 | 657 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $126,869 | 654 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $116,820 | 672 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $108,231 | 670 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $57,682 | 316 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $67,769 | 316 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $82,949 | 387 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $70,472 | 387 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||