Position in UPS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,090,989
+$1,747,842 QoQ
Shares Held
103,172
+8.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#309
of 2,129 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 55%
Shared 1%
None 45%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Pathstone Holdings, LLC holds $45,686,688 across 10 Integrated Freight & Logistics names. UPS ranks #1 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
103,172 | $11,090,989 | |
| 2 | FDX |
Fedex Corp
|
33,264 | $10,415,954 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
35,109 | $6,612,427 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
39,078 | $6,368,931 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
14,194 | $4,108,168 | |
| 6 | GXO |
GXO Logistics, Inc.
|
47,745 | $2,420,670 | |
| 7 | FDXF |
FedEx Freight Holding Company, Inc.
|
15,080 | $2,277,080 | |
| 8 | LSTR |
Landstar System Inc
|
6,621 | $1,369,288 |
All Filings in UPS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,090,989 | 103,172 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $9,343,147 | 94,970 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $8,694,001 | 87,650 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,244,534 | 74,758 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $7,864,537 | 77,913 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $9,706,396 | 88,248 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,420,524 | 82,637 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,141,948 | 96,391 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $13,974,300 | 102,114 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $15,910,840 | 107,050 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $15,697,685 | 99,839 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||