Position in UPS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$280,678
+$1,955 QoQ
Shares Held
2,853
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Claris Financial LLC holds $714,505 across 2 Integrated Freight & Logistics names. UPS ranks #2 (39.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
1,512 | $433,827 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
2,853 | $280,678 |
All Filings in UPS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $280,678 | 2,853 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $278,723 | 2,810 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $339,298 | 4,062 | Shares | Sole | 2026-04-07 | |
| 2025-06-30 | $416,175 | 4,123 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $315,780 | 2,871 | Shares | Sole | 2025-06-18 | |
| 2024-12-31 | $362,032 | 2,871 | Shares | Sole | 2025-06-17 | |
| No filing history on record for this holder in this stock. | ||||||