Ascent Group, LLC

Position in UPS — United Parcel Service Inc

CIK 1913231 VIRGINIA BEACH, VA

Position in UPS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,821,228

+$324,936 QoQ

Shares Held

26,244

+3.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#630

of 2,129 holders

Holding Since

Mar 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Ascent Group, LLC holds $5,001,092 across 4 Integrated Freight & Logistics names. UPS ranks #1 (56.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	26,244	$2,821,228
2	EXPD	Expeditors International Of Washington Inc	8,213	$1,338,552
3	FDX	Fedex Corp	1,873	$586,491
4	CHRW	C. H. Robinson Worldwide, Inc.	1,353	$254,821

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,821,228	26,244	+3.4%	Shares	Other	2026-08-03
2026-03-31	$2,496,292	25,374	+0.6%	Shares	Other	2026-05-15
2025-12-31	$2,502,165	25,226	+16.9%	Shares	Other	2026-01-20
2025-09-30	$1,801,988	21,573	-38.6%	Shares	Sole	2025-10-20
2025-06-30	$3,548,039	35,150	+51.6%	Shares	Other	2025-07-21
2025-03-31	$2,549,676	23,181	+60.6%	Shares	Other	2025-05-16
2023-12-31	$2,269,300	14,433	+8.9%	Shares	Sole	2024-02-14
2023-09-30	$2,065,433	13,251	+1069.5%	Shares	Sole	2023-11-14
2023-03-31	$219,790	1,133	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.