Position in UPS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$84,114
-$176,656 QoQ
Shares Held
855
-67.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
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
$252
PutShares
2
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, 2026Covestor Ltd holds $1,270,304 across 12 Integrated Freight & Logistics names. UPS ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FWRD |
Forward Air Corp
|
47,967 | $801,527 | |
| 2 | FDX |
Fedex Corp
|
372 | $106,767 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
651 | $93,242 | |
| 4 | UPS |
United Parcel Service Inc
This page
|
855 | $84,114 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
331 | $54,969 | |
| 6 | GXO |
GXO Logistics, Inc.
|
787 | $40,805 | |
| 7 | HUBG |
Hub Group, Inc.
|
1,105 | $39,824 | |
| 8 | LSTR |
Landstar System Inc
|
244 | $39,115 |
All Filings in UPS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $84,114 | 855 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $260,770 | 2,629 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $162,632 | 1,947 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $142,325 | 1,410 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $107,350 | 976 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $252 | 2 | Put | Sole | 2025-02-13 | |
| 2024-12-31 | $110,841 | 879 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $139,612 | 1,024 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $146,155 | 1,068 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $166,316 | 1,119 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $154,399 | 982 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $140,906 | 904 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $144,834 | 808 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $165,861 | 855 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $144,808 | 833 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $126,001 | 780 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $284,944 | 1,561 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $257,780 | 1,202 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $112,742 | 526 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||