Position in UPS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$16,770
+$10,179 QoQ
Shares Held
156
+132.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,996
of 2,129 holders
Holding Since
Sep 2020
18 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, 2026Crewe Advisors LLC holds $472,507 across 7 Integrated Freight & Logistics names. UPS ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
814 | $254,887 | |
| 2 | JBHT |
Hunt J B Transport Services Inc
|
460 | $133,137 | |
| 3 | FDXF |
FedEx Freight Holding Company, Inc.
|
407 | $61,457 | |
| 4 | UPS |
United Parcel Service Inc
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|
156 | $16,770 | |
| 5 | ZTO |
ZTO Express (Cayman) Inc.
|
149 | $3,334 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
11 | $1,792 | |
| 7 | CHRW |
C. H. Robinson Worldwide, Inc.
|
6 | $1,130 |
All Filings in UPS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,770 | 156 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,591 | 67 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,082 | 21 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $6,932 | 83 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $23,821 | 236 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $9,459 | 86 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $10,844 | 86 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $28,495 | 209 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $151,903 | 1,110 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $248,955 | 1,675 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $134,204 | 861 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $154,155 | 860 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $219,790 | 1,133 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $218,864 | 1,259 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $91,754 | 568 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $87,984 | 482 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $30,667 | 143 | Shares | Sole | 2022-04-27 | |
| 2020-09-30 | $3,665 | 22 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||