BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in UPS — United Parcel Service Inc
CIK 2010186
CINCINNATI, OH
Position in UPS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$508,905
-$112,758 QoQ
Shares Held
4,734
-25.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#658
of 1,174 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $11,889,527 across 6 Integrated Freight & Logistics names. UPS ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
29,219 | $9,149,345 | |
| 2 | FDXF |
FedEx Freight Holding Company, Inc.
|
14,250 | $2,151,750 | |
| 3 | UPS |
United Parcel Service Inc
This page
|
4,734 | $508,905 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
389 | $63,399 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
31 | $8,972 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
38 | $7,156 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,905 | 4,734 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $621,663 | 6,319 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $643,346 | 6,486 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $570,008 | 6,824 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $831,139 | 8,234 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,691,536 | 15,379 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $8,497,374 | 67,386 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $9,870,334 | 72,395 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $10,613,264 | 77,554 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $13,302,979 | 89,504 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $14,416,890 | 91,693 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,816,690 | 95,058 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $17,213,736 | 96,032 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $17,807,312 | 91,795 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $16,140,870 | 92,849 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $15,003,996 | 92,881 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $17,470,173 | 95,706 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $24,748,469 | 115,399 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $23,510,740 | 109,689 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $20,109,120 | 110,429 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $23,057,425 | 110,869 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $18,964,254 | 111,561 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $18,780,810 | 111,525 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $18,866,015 | 113,221 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $12,609,590 | 113,416 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $11,510,184 | 123,209 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||