Position in UPS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,064,142
+$90,279 QoQ
Shares Held
9,899
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#987
of 2,129 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026MONTAG A & ASSOCIATES INC holds $6,287,712 across 7 Integrated Freight & Logistics names. UPS ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBHT |
Hunt J B Transport Services Inc
|
13,906 | $4,024,813 | |
| 2 | UPS |
United Parcel Service Inc
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|
9,899 | $1,064,142 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
5,033 | $947,915 | |
| 4 | FDX |
Fedex Corp
|
504 | $157,817 | |
| 5 | LSTR |
Landstar System Inc
|
250 | $51,702 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
251 | $37,901 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
21 | $3,422 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,064,142 | 9,899 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $973,863 | 9,899 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $981,881 | 9,899 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $923,090 | 11,051 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,226,118 | 12,147 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,251,356 | 11,377 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,434,639 | 11,377 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,924,711 | 14,117 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,604,839 | 11,727 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,728,269 | 11,628 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,081,725 | 13,240 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,767,315 | 17,754 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,353,588 | 18,709 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,591,530 | 18,514 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,176,404 | 18,272 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,089,775 | 19,127 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,305,891 | 7,154 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,422,513 | 6,633 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,413,143 | 6,593 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,148,140 | 6,305 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,415,235 | 6,805 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,156,781 | 6,805 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,145,962 | 6,805 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,196,403 | 7,180 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $670,415 | 6,030 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $565,191 | 6,050 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||