Position in UPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$910,202
+$107,520 QoQ
Shares Held
8,467
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,050
of 2,129 holders
Holding Since
Mar 2020
26 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, 2026Larson Financial Group LLC holds $3,957,926 across 12 Integrated Freight & Logistics names. UPS ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
4,321 | $1,353,034 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
8,467 | $910,202 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
5,074 | $826,960 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
2,171 | $327,821 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
795 | $230,096 | |
| 6 | LSTR |
Landstar System Inc
|
526 | $108,782 | |
| 7 | CHRW |
C. H. Robinson Worldwide, Inc.
|
425 | $80,044 | |
| 8 | GXO |
GXO Logistics, Inc.
|
1,154 | $58,507 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $910,202 | 8,467 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $802,682 | 8,159 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $961,547 | 9,694 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $849,082 | 10,165 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $956,204 | 9,473 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,071,962 | 9,746 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,036,542 | 8,220 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $998,554 | 7,324 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $578,054 | 4,224 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $608,788 | 4,096 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $200,939 | 1,278 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $183,614 | 1,178 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $128,880 | 719 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $98,934 | 510 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $88,658 | 510 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $82,385 | 510 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $93,095 | 510 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $104,442 | 487 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $104,383 | 487 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $107,985 | 593 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $101,281 | 487 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $83,805 | 493 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $83,021 | 493 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $82,148 | 493 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $54,255 | 488 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $45,588 | 488 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||