Position in UPS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,898,380
+$268,257 QoQ
Shares Held
36,264
-1.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#531
of 2,129 holders
Holding Since
Dec 2023
10 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, 2026Frank, Rimerman Advisors LLC holds $6,919,897 across 6 Integrated Freight & Logistics names. UPS ranks #1 (56.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
36,264 | $3,898,380 | |
| 2 | FDX |
Fedex Corp
|
3,924 | $1,228,722 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
5,537 | $902,420 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,641 | $309,065 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
1,963 | $296,413 | |
| 6 | ZTO |
ZTO Express (Cayman) Inc.
|
12,730 | $284,897 |
All Filings in UPS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,898,380 | 36,264 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,630,123 | 36,899 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,643,645 | 36,734 | Shares | Sole | 2026-01-15 | |
| 2025-06-30 | $2,617,677 | 25,933 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,312,649 | 21,026 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,708,853 | 29,412 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,360,590 | 17,314 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,443,183 | 17,853 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $38,346 | 258 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $62,105 | 395 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||