Global Retirement Partners, LLC
PensionPosition in UPS — United Parcel Service Inc
CIK 1749744
San Rafael, CA
Position in UPS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,968,397
+$1,015,346 QoQ
Shares Held
27,613
+40.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#615
of 2,129 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $7,292,355 across 14 Integrated Freight & Logistics names. UPS ranks #1 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
27,613 | $2,968,397 | |
| 2 | FDX |
Fedex Corp
|
4,832 | $1,513,044 | |
| 3 | ZTO |
ZTO Express (Cayman) Inc.
|
56,021 | $1,253,749 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
2,797 | $526,786 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
2,094 | $341,280 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
2,017 | $304,567 | |
| 7 | JBHT |
Hunt J B Transport Services Inc
|
647 | $187,261 | |
| 8 | LSTR |
Landstar System Inc
|
372 | $76,933 |
All Filings in UPS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,968,397 | 27,613 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,953,051 | 19,690 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $667,989 | 7,997 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,635,732 | 16,205 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,660,737 | 13,170 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,715,975 | 12,586 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,772,891 | 12,955 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,580,382 | 10,633 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,717,266 | 10,922 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,341,261 | 8,605 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,076,611 | 11,585 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,343,399 | 12,080 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,884,947 | 10,843 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,553,530 | 9,617 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,695,066 | 9,286 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,945,152 | 9,070 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $1,233,545 | 6,774 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,495,096 | 7,189 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $845,530 | 4,974 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,237,066 | 7,346 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,179,073 | 7,076 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $783,930 | 7,051 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $670,662 | 7,179 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||