Position in UPS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,292,472
+$107,682 QoQ
Shares Held
12,023
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#920
of 2,129 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $1,819,603 across 4 Integrated Freight & Logistics names. UPS ranks #1 (71.0% of the industry book) .
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,292,472 | 12,023 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,184,790 | 12,043 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,275,285 | 12,857 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,147,952 | 13,743 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,297,785 | 12,857 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $1,553,938 | 14,128 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $1,870,819 | 14,836 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $2,096,909 | 15,380 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $2,208,348 | 16,137 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $2,242,826 | 15,090 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $6,062,946 | 38,561 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $6,146,577 | 39,434 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $7,140,065 | 39,833 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $1,843,292 | 9,502 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $1,680,337 | 9,666 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $1,508,783 | 9,340 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $1,616,026 | 8,853 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $1,665,710 | 7,767 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $1,610,979 | 7,516 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $1,350,817 | 7,418 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $1,266,121 | 6,088 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $910,466 | 5,356 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $800,236 | 4,752 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $676,184 | 4,058 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $499,754 | 4,495 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $428,050 | 4,582 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||