Position in UPS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$494,822
+$35,585 QoQ
Shares Held
4,603
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,298
of 2,129 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Cetera Trust Company, N.A holds $2,862,084 across 2 Integrated Freight & Logistics names. UPS ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
7,560 | $2,367,262 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
4,603 | $494,822 |
All Filings in UPS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $494,822 | 4,603 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $459,237 | 4,668 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $469,466 | 4,733 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $400,776 | 4,798 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $499,552 | 4,949 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $551,489 | 5,014 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $640,461 | 5,079 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $701,332 | 5,144 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $712,851 | 5,209 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $783,874 | 5,274 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $839,450 | 5,339 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||