Position in UPS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$65,360
-$14,721 QoQ
Shares Held
608
-25.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,873
of 2,129 holders
Holding Since
Mar 2020
24 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, 2026Key Financial Inc holds $265,602 across 7 Integrated Freight & Logistics names. UPS ranks #3 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHRW |
C. H. Robinson Worldwide, Inc.
|
450 | $84,753 | |
| 2 | EXPD |
Expeditors International Of Washington Inc
|
493 | $80,349 | |
| 3 | UPS |
United Parcel Service Inc
This page
|
608 | $65,360 | |
| 4 | FDX |
Fedex Corp
|
59 | $18,474 | |
| 5 | HUBG |
Hub Group, Inc.
|
172 | $7,531 | |
| 6 | LSTR |
Landstar System Inc
|
23 | $4,756 | |
| 7 | FDXF |
FedEx Freight Holding Company, Inc.
|
29 | $4,379 |
All Filings in UPS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,360 | 608 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $80,081 | 814 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $181,021 | 1,825 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $81,274 | 973 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $92,864 | 920 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $101,190 | 920 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $116,012 | 920 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $122,569 | 899 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $133,702 | 977 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $145,211 | 977 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $153,613 | 977 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $204,345 | 1,311 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $234,996 | 1,311 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $245,591 | 1,266 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $220,081 | 1,266 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $204,509 | 1,266 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $226,714 | 1,242 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $266,359 | 1,242 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $255,493 | 1,192 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $224,165 | 1,231 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $243,740 | 1,172 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $182,229 | 1,072 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $180,524 | 1,072 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $91,925 | 984 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||