Position in UPS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,192,857
+$271,660 QoQ
Shares Held
29,701
+0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#588
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, 2026Clearstead Advisors, LLC holds $6,856,571 across 15 Integrated Freight & Logistics names. UPS ranks #1 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
29,701 | $3,192,857 | |
| 2 | FDX |
Fedex Corp
|
7,227 | $2,262,990 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
4,380 | $713,852 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
2,883 | $435,333 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
491 | $142,110 | |
| 6 | LSTR |
Landstar System Inc
|
289 | $59,768 | |
| 7 | CHRW |
C. H. Robinson Worldwide, Inc.
|
241 | $45,389 | |
| 8 | GXO |
GXO Logistics, Inc.
|
40 | $2,028 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,192,857 | 29,701 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,921,197 | 29,693 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,222,087 | 32,484 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,463,195 | 17,517 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,645,738 | 26,211 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,969,620 | 26,999 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,095,529 | 16,618 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,232,840 | 16,377 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,353,820 | 17,200 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,156,175 | 14,507 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,248,860 | 14,303 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,609,575 | 16,742 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,828,206 | 15,778 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,364,350 | 12,188 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,511,712 | 8,696 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,480,352 | 9,164 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,655,455 | 9,069 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,950,513 | 9,095 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,782,022 | 8,314 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,533,282 | 8,420 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,762,753 | 8,476 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,351,930 | 7,953 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,385,763 | 8,229 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,365,366 | 8,194 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $939,248 | 8,448 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $732,786 | 7,844 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||