Envestnet Portfolio Solutions, Inc.

Position in UPS — United Parcel Service Inc

CIK 1998033 BERWYN, PA

Position in UPS

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$4,727,650

-$309,714 QoQ

Shares Held

48,055

-5.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Mar 31, 2026

Envestnet Portfolio Solutions, Inc. holds $12,615,365 across 8 Integrated Freight & Logistics names. UPS ranks #1 (37.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	48,055	$4,727,650
2	FDX	Fedex Corp	9,605	$2,756,735
3	CHRW	C. H. Robinson Worldwide, Inc.	14,660	$2,434,586
4	LSTR	Landstar System Inc	5,300	$849,643
5	PBI	Pitney Bowes Inc /De/	59,234	$654,535
6	FWRD	Forward Air Corp	25,523	$426,489
7	EXPD	Expeditors International Of Washington Inc	2,767	$396,317
8	HUBG	Hub Group, Inc.	10,250	$369,410

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,727,650	48,055	-5.4%	Shares	Sole	2026-04-29
2025-12-31	$5,037,364	50,785	+51.6%	Shares	Sole	2026-02-06
2025-09-30	$2,799,006	33,509	-50.4%	Shares	Sole	2025-10-30
2025-06-30	$6,816,579	67,531	+44.2%	Shares	Sole	2025-07-25
2025-03-31	$5,150,501	46,827	-8.8%	Shares	Sole	2025-04-21
2024-12-31	$6,475,361	51,351	-0.9%	Shares	Sole	2025-02-10
2024-09-30	$7,064,457	51,815	-2.5%	Shares	Sole	2024-10-31
2024-06-30	$7,275,767	53,166	-10.7%	Shares	Sole	2024-07-16
2024-03-31	$8,853,443	59,567	+12.3%	Shares	Sole	2024-05-06
2023-12-31	$8,343,409	53,065	-4.9%	Shares	Sole	2024-02-07
2023-09-30	$8,697,546	55,800	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.