BAILARD, INC.

Position in UPS — United Parcel Service Inc

CIK 750641 Foster City, CA

Position in UPS

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$2,522,487

+$219,117 QoQ

Shares Held

23,465

+0.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#675

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

BAILARD, INC. holds $3,122,691 across 3 Integrated Freight & Logistics names. UPS ranks #1 (80.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	23,465	$2,522,487
2	RLGT	Radiant Logistics, Inc	36,900	$349,074
3	FDX	Fedex Corp	802	$251,130

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,522,487	23,465	+0.2%	Shares	Sole	2026-07-30
2026-03-31	$2,303,370	23,413	+0.0%	Shares	Sole	2026-05-11
2025-12-31	$2,321,442	23,404	+392.6%	Shares	Sole	2026-02-04
2025-09-30	$396,851	4,751	-78.7%	Shares	Sole	2025-10-30
2025-06-30	$2,247,731	22,268	+8.9%	Shares	Sole	2025-08-08
2025-03-31	$2,248,085	20,439	-14.4%	Shares	Sole	2025-05-02
2024-12-31	$3,012,276	23,888	-5.4%	Shares	Sole	2025-02-05
2024-09-30	$3,443,130	25,254	-40.7%	Shares	Sole	2024-10-30
2024-06-30	$5,831,041	42,609	-31.6%	Shares	Sole	2024-07-25
2024-03-31	$9,255,041	62,269	-0.2%	Shares	Sole	2024-05-08
2023-12-31	$9,814,453	62,421	+18.0%	Shares	Sole	2024-02-02
2023-09-30	$8,244,899	52,896	+356.8%	Shares	Sole	2023-10-24
2023-06-30	$2,075,535	11,579	-10.0%	Shares	Sole	2023-07-20
2023-03-31	$2,495,875	12,866	-1.7%	Shares	Sole	2023-05-08
2022-12-31	$2,275,044	13,087	-2.4%	Shares	Sole	2023-02-02
2022-09-30	$2,165,443	13,405	+0.2%	Shares	Sole	2022-10-18
2022-06-30	$2,443,115	13,384	+243.7%	Shares	Sole	2022-07-27
2022-03-31	$835,107	3,894	+0.9%	Shares	Sole	2022-04-25
2021-12-31	$827,566	3,861	+29.1%	Shares	Sole	2022-02-10
2021-09-30	$544,661	2,991	0.0%	Shares	Sole	2021-11-15
2021-06-30	$622,038	2,991	0.0%	Shares	Sole	2021-08-13
2021-03-31	$508,440	2,991	+3.8%	Shares	Sole	2021-05-13
2020-12-31	$485,328	2,882	-13.1%	Shares	Sole	2021-02-03
2020-09-30	$552,878	3,318	-6.8%	Shares	Sole	2020-11-10
2020-06-30	$395,800	3,560	+11.8%	Shares	Sole	2020-08-12
2020-03-31	$297,449	3,184	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.