Position in UPS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$218,010
-$1,276,974 QoQ
Shares Held
2,028
-85.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,739
of 2,129 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Derivatives in UPS
reported options exposure · as of Mar 31, 2020CallValue
$0
CallShares
0
PutValue
$186,840
PutShares
2,000
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 Jun 30, 2026CERTUITY, LLC holds $2,890,605 across 6 Integrated Freight & Logistics names. UPS ranks #6 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBHT |
Hunt J B Transport Services Inc
|
2,773 | $802,589 | |
| 2 | EXPD |
Expeditors International Of Washington Inc
|
3,844 | $626,495 | |
| 3 | FDX |
Fedex Corp
|
1,467 | $459,361 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
2,109 | $397,209 | |
| 5 | LSTR |
Landstar System Inc
|
1,871 | $386,941 | |
| 6 | UPS |
United Parcel Service Inc
This page
|
2,028 | $218,010 |
All Filings in UPS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,010 | 2,028 | Shares | Sole | 2026-07-28 | |
| 2025-03-31 | $1,494,984 | 13,592 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,704,619 | 13,518 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,784,281 | 13,087 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,862,939 | 13,613 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,059,417 | 13,856 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,321,029 | 14,762 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,139,783 | 13,728 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,459,847 | 13,723 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,652,037 | 13,671 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,349,447 | 13,515 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,493,046 | 15,433 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,473,051 | 13,548 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,717,637 | 12,672 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,628,880 | 12,265 | Shares | Sole | 2022-02-28 | |
| 2021-09-30 | $2,487,486 | 13,660 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,677,405 | 12,874 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,635,864 | 15,506 | Shares | Sole | 2021-05-10 | |
| 2020-03-31 | $73,614 | 788 | Shares | Sole | 2020-04-13 | |
| 2020-03-31 | $186,840 | 2,000 | Put | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||