Bigelow Investment Advisors, LLC
Position in UPS — United Parcel Service Inc
CIK 1729516
Portland, ME
Position in UPS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$569,642
+$30,028 QoQ
Shares Held
5,299
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,249
of 2,129 holders
Holding Since
Mar 2020
26 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, 2026Bigelow Investment Advisors, LLC holds $1,252,265 across 2 Integrated Freight & Logistics names. UPS ranks #2 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
2,180 | $682,623 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
5,299 | $569,642 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569,642 | 5,299 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $539,614 | 5,485 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $576,690 | 5,814 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $543,446 | 6,506 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $741,202 | 7,343 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $811,066 | 7,374 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $931,500 | 7,387 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,072,450 | 7,866 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,077,420 | 7,873 | Shares | Sole | 2024-10-15 | |
| 2024-03-31 | $1,187,702 | 7,991 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,249,978 | 7,950 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,256,000 | 8,058 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,455,330 | 8,119 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,558,127 | 8,032 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,436,439 | 8,263 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,335,612 | 8,268 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,488,978 | 8,157 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,728,118 | 8,058 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,691,999 | 7,894 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,431,306 | 7,860 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,673,534 | 8,047 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,323,882 | 7,788 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,356,630 | 8,056 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,371,198 | 8,229 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $912,898 | 8,211 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $701,490 | 7,509 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||