Position in UPS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,152,751
+$130,466 QoQ
Shares Held
21,882
+7.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Derivatives in UPS
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$63,050
PutShares
500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026Cresset Asset Management, LLC holds $192,756,022 across 5 Integrated Freight & Logistics names. UPS ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,070,027 | $177,699,383 | |
| 2 | EXPD |
Expeditors International Of Washington Inc
|
58,668 | $8,403,017 | |
| 3 | FDX |
Fedex Corp
|
14,477 | $4,155,051 | |
| 4 | UPS |
United Parcel Service Inc
This page
|
21,882 | $2,152,751 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
1,632 | $345,820 |
All Filings in UPS
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,152,751 | 21,882 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,022,285 | 20,388 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $976,382 | 11,689 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $1,154,047 | 11,433 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $6,392,288 | 58,117 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,453,771 | 59,110 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $63,050 | 500 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $68,170 | 500 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $12,627,945 | 92,621 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $68,425 | 500 | Put | Sole | 2024-08-14 | |
| 2024-06-30 | $11,784,152 | 86,110 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $12,409,861 | 83,495 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,309,833 | 84,652 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $31,446 | 200 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $13,921,061 | 89,312 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $16,003,619 | 89,281 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $3,585,000 | 20,000 | Call | Sole | 2023-08-14 | |
| 2023-03-31 | $2,680,747 | 13,819 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,312,593 | 13,303 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,583,092 | 9,800 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,404,234 | 13,171 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,984,854 | 13,918 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,343,060 | 15,597 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,766,281 | 15,191 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,196,706 | 15,371 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,109,235 | 12,408 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,933,737 | 11,483 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,949,904 | 11,702 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,283,795 | 11,547 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $1,263,318 | 13,523 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||