BELLEVUE ASSET MANAGEMENT, LLC

Position in UPS — United Parcel Service Inc

CIK 1801619 BELLEVUE, WA

Position in UPS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$155,767

+$50,206 QoQ

Shares Held

1,449

+35.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,805

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

BELLEVUE ASSET MANAGEMENT, LLC holds $495,587 across 5 Integrated Freight & Logistics names. UPS ranks #2 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp	839	$262,716
2	UPS	United Parcel Service Inc This page	1,449	$155,767
3	FDXF	FedEx Freight Holding Company, Inc.	327	$49,377
4	EXPD	Expeditors International Of Washington Inc	151	$24,609
5	PBI	Pitney Bowes Inc /De/	178	$3,118

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$155,767	1,449	+35.0%	Shares	Sole	2026-08-04
2026-03-31	$105,561	1,073	+0.5%	Shares	Sole	2026-04-24
2025-12-31	$105,934	1,068	-4.0%	Shares	Sole	2026-01-23
2025-09-30	$92,968	1,113	+5.2%	Shares	Sole	2025-11-04
2025-06-30	$106,794	1,058	+0.4%	Shares	Sole	2025-07-23
2025-03-31	$115,929	1,054	+0.3%	Shares	Sole	2025-04-28
2024-12-31	$132,531	1,051	-0.8%	Shares	Sole	2025-02-06
2024-09-30	$144,384	1,059	-8.5%	Shares	Sole	2024-10-25
2024-06-30	$158,335	1,157	+0.1%	Shares	Sole	2024-07-31
2024-03-31	$171,816	1,156	-13.5%	Shares	Sole	2024-04-26
2023-12-31	$210,059	1,336	-14.2%	Shares	Sole	2024-02-06
2023-09-30	$242,845	1,558	-5.3%	Shares	Sole	2023-10-25
2023-06-30	$294,866	1,645	-7.0%	Shares	Sole	2023-07-31
2023-03-31	$342,974	1,768	-12.4%	Shares	Sole	2023-05-09
2022-12-31	$350,809	2,018	+0.0%	Shares	Sole	2023-01-23
2022-09-30	$325,826	2,017	+0.0%	Shares	Sole	2022-11-07
2022-06-30	$368,000	2,016	+123.0%	Shares	Sole	2022-08-12
2022-03-31	$193,871	904	+0.1%	Shares	Sole	2022-05-11
2021-12-31	$193,549	903	-39.1%	Shares	Sole	2022-02-03
2021-09-30	$270,054	1,483	0.0%	Shares	Sole	2021-11-05
2021-06-30	$308,419	1,483	+0.1%	Shares	Sole	2021-08-09
2021-03-31	$251,925	1,482	+0.1%	Shares	Sole	2021-05-12
2020-12-31	$249,400	1,481	-3.6%	Shares	Sole	2021-02-11
2020-09-30	$255,943	1,536	0.0%	Shares	Sole	2020-11-12
2020-06-30	$170,772	1,536	-1.6%	Shares	Sole	2020-07-31
2020-03-31	$145,828	1,561	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.