PDS Planning, Inc

Position in UPS — United Parcel Service Inc

CIK 838618 DUBLIN, OH

Position in UPS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,651,667

+$298,090 QoQ

Shares Held

33,969

-0.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#551

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

PDS Planning, Inc holds $4,102,374 across 3 Integrated Freight & Logistics names. UPS ranks #1 (89.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	33,969	$3,651,667
2	EXPD	Expeditors International Of Washington Inc	1,409	$229,638
3	FDX	Fedex Corp	706	$221,069

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,651,667	33,969	-0.3%	Shares	Sole	2026-08-05
2026-03-31	$3,353,577	34,088	-1.9%	Shares	Sole	2026-04-22
2025-12-31	$3,445,265	34,734	+2.6%	Shares	Sole	2026-01-26
2025-09-30	$2,827,239	33,847	-2.7%	Shares	Sole	2025-10-21
2025-06-30	$3,510,794	34,781	+0.4%	Shares	Sole	2025-07-24
2025-03-31	$3,811,043	34,649	+0.2%	Shares	Sole	2025-04-24
2024-12-31	$4,360,916	34,583	+1.0%	Shares	Sole	2025-02-10
2024-09-30	$4,670,463	34,256	-1.2%	Shares	Sole	2024-10-30
2024-06-30	$4,745,136	34,674	-0.4%	Shares	Sole	2024-08-08
2024-03-31	$5,175,445	34,821	+0.0%	Shares	Sole	2024-05-01
2023-12-31	$5,474,276	34,817	+0.3%	Shares	Sole	2024-02-01
2023-09-30	$5,409,624	34,706	-0.8%	Shares	Sole	2023-10-23
2023-06-30	$6,268,910	34,973	-0.9%	Shares	Sole	2023-07-21
2023-03-31	$6,849,010	35,306	+3.1%	Shares	Sole	2023-05-02
2022-12-31	$5,951,586	34,236	+0.1%	Shares	Sole	2023-01-27
2022-09-30	$5,525,314	34,204	-0.8%	Shares	Sole	2022-11-02
2022-06-30	$6,296,899	34,496	-1.5%	Shares	Sole	2022-07-15
2022-03-31	$7,509,960	35,018	+1.2%	Shares	Sole	2022-04-18
2021-12-31	$7,415,949	34,599	+0.3%	Shares	Sole	2022-01-25
2021-09-30	$6,279,536	34,484	+0.5%	Shares	Sole	2021-10-22
2021-06-30	$7,138,154	34,323	-2.6%	Shares	Sole	2021-07-26
2021-03-31	$5,990,447	35,240	+0.2%	Shares	Sole	2021-04-20
2020-12-31	$5,924,480	35,181	-0.1%	Shares	Sole	2021-01-21
2020-09-30	$5,870,208	35,229	+0.1%	Shares	Sole	2020-10-19
2020-06-30	$3,914,091	35,205	+1.7%	Shares	Sole	2020-08-11
2020-03-31	$3,235,321	34,632	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.