PINNACLE ASSOCIATES LTD

Position in UPS — United Parcel Service Inc

CIK 743127 NEW YORK, NY

Position in UPS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,948,222

+$40,438 QoQ

Shares Held

18,123

-6.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#348

of 1,174 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Industrials · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $32,432,915 across 5 Integrated Freight & Logistics names. UPS ranks #3 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp	74,517	$23,333,508
2	FDXF	FedEx Freight Holding Company, Inc.	35,764	$5,400,364
3	UPS	United Parcel Service Inc This page	18,123	$1,948,222
4	JBHT	Hunt J B Transport Services Inc	3,189	$922,992
5	GXO	GXO Logistics, Inc.	16,328	$827,829

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,948,222	18,123	-6.5%	Shares	Sole	2026-08-03
2026-03-31	$1,907,784	19,392	-7.7%	Shares	Sole	2026-04-22
2025-12-31	$2,083,485	21,005	+2.7%	Shares	Sole	2026-02-05
2025-09-30	$1,709,023	20,460	-22.3%	Shares	Sole	2025-11-13
2025-06-30	$2,658,557	26,338	-47.9%	Shares	Sole	2025-08-04
2025-03-31	$5,560,874	50,558	-28.8%	Shares	Sole	2025-05-06
2024-12-31	$8,950,325	70,978	-32.2%	Shares	Sole	2025-02-14
2024-09-30	$14,279,024	104,731	+14.8%	Shares	Other	2024-10-25
2024-06-30	$12,488,657	91,258	-7.1%	Shares	Sole	2024-07-30
2024-03-31	$14,598,587	98,221	-6.2%	Shares	Sole	2024-04-26
2023-12-31	$16,466,855	104,731	-7.4%	Shares	Other	2024-01-19
2023-09-30	$17,629,832	113,106	+7.0%	Shares	Sole	2023-10-24
2023-06-30	$18,950,310	105,720	+18.6%	Shares	Sole	2023-07-27
2023-03-31	$17,289,358	89,125	-0.6%	Shares	Sole	2023-05-05
2022-12-31	$15,579,366	89,619	-1.8%	Shares	Sole	2023-02-01
2022-09-30	$14,747,471	91,293	-8.1%	Shares	Sole	2022-11-01
2022-06-30	$18,138,087	99,365	-3.4%	Shares	Sole	2022-08-02
2022-03-31	$22,058,712	102,857	+2.6%	Shares	Sole	2022-05-05
2021-12-31	$21,495,086	100,285	+0.5%	Shares	Sole	2022-02-02
2021-09-30	$18,174,672	99,806	+21.3%	Shares	Sole	2021-10-19
2021-06-30	$17,105,740	82,251	-12.1%	Shares	Sole	2021-08-02
2021-03-31	$15,906,474	93,573	-0.1%	Shares	Sole	2021-05-12
2020-12-31	$15,780,090	93,706	+55.5%	Shares	Sole	2021-01-26
2020-09-30	$10,039,790	60,252	-7.1%	Shares	Sole	2020-10-23
2020-06-30	$7,211,690	64,865	+63.1%	Shares	Sole	2020-08-14
2020-03-31	$3,715,687	39,774	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.