Position in UPS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$790,984
+$229,333 QoQ
Shares Held
7,358
+28.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,108
of 2,125 holders
Holding Since
Mar 2022
13 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, 2026EQUITABLE TRUST CO holds $4,584,972 across 4 Integrated Freight & Logistics names. UPS ranks #2 (17.3% of the industry book) .
All Filings in UPS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $790,984 | 7,358 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $561,651 | 5,709 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $394,279 | 3,975 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $336,458 | 4,028 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $334,918 | 3,318 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $688,757 | 6,262 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $621,924 | 4,932 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $672,428 | 4,932 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $637,173 | 4,656 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $301,123 | 2,026 | Shares | Sole | 2024-04-24 | |
| 2023-06-30 | $207,930 | 1,160 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $225,028 | 1,160 | Shares | Sole | 2023-05-02 | |
| 2022-03-31 | $272,149 | 1,269 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||