Position in UPS
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$872,470
-$19,344 QoQ
Shares Held
8,116
-10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,068
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, 2026CX Institutional holds $2,863,897 across 5 Integrated Freight & Logistics names. UPS ranks #2 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
3,943 | $1,234,671 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
8,116 | $872,470 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,402 | $264,052 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
874 | $252,961 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
1,471 | $239,743 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $872,470 | 8,116 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $891,814 | 9,065 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $971,962 | 9,799 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,985,509 | 71,657 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,073,055 | 60,165 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,730,999 | 43,013 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $5,569,458 | 44,167 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,694,731 | 34,434 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $7,622,818 | 55,702 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $7,936,990 | 53,401 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $6,437,782 | 40,945 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $5,893,912 | 37,813 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $8,040,438 | 44,856 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $7,770,269 | 40,055 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $608,092 | 3,498 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $247,479 | 1,532 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,618,536 | 14,345 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,233,600 | 10,415 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $320,438 | 1,495 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,569,155 | 8,617 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $282,215 | 1,357 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $207,557 | 1,221 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $162,000 | 962 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $197,623 | 1,186 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $89,277 | 803 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $60,536 | 648 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||