Position in UPS
as of Mar 31, 2026
· filed Jun 24, 2026
Position Value
$151,111
-$5,113 QoQ
Shares Held
1,536
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Basecamp Wealth Advisors LLC holds $763,760 across 12 Integrated Freight & Logistics names. UPS ranks #3 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXPD |
Expeditors International Of Washington Inc
|
1,423 | $203,816 | |
| 2 | FDX |
Fedex Corp
|
445 | $158,500 | |
| 3 | UPS |
United Parcel Service Inc
This page
|
1,536 | $151,111 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
633 | $105,122 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
217 | $45,982 | |
| 6 | ZTO |
ZTO Express (Cayman) Inc.
|
1,584 | $39,869 | |
| 7 | RLGT |
Radiant Logistics, Inc
|
4,155 | $29,292 | |
| 8 | LSTR |
Landstar System Inc
|
97 | $15,550 |
All Filings in UPS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $151,111 | 1,536 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $156,224 | 1,575 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||