Position in UPS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$405,597
+$42,083 QoQ
Shares Held
3,773
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,406
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026CRA Financial Services, LLC holds $708,393 across 2 Integrated Freight & Logistics names. UPS ranks #1 (57.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
3,773 | $405,597 | |
| 2 | FDX |
Fedex Corp
|
967 | $302,796 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,597 | 3,773 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $363,514 | 3,695 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $371,367 | 3,744 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $401,528 | 4,807 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $733,631 | 7,268 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $802,597 | 7,297 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $955,964 | 7,581 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,057,180 | 7,754 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,089,462 | 7,961 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,215,793 | 8,180 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,247,148 | 7,932 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $809,900 | 5,196 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $926,722 | 5,170 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $983,723 | 5,071 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $881,542 | 5,071 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $819,169 | 5,071 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $969,469 | 5,311 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $894,941 | 4,173 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $911,588 | 4,253 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $766,276 | 4,208 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $879,089 | 4,227 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $690,329 | 4,061 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $702,564 | 4,172 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $731,005 | 4,387 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $451,946 | 4,065 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $355,930 | 3,810 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||