Position in UPS
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$28,442,027
+$5,835,386 QoQ
Shares Held
264,577
+15.1% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#172
of 2,125 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $161,216,351 across 12 Integrated Freight & Logistics names. UPS ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
214,325 | $67,111,587 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
264,577 | $28,442,027 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
74,872 | $21,670,202 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
104,106 | $15,720,006 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
96,335 | $15,700,678 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
32,031 | $6,032,718 | |
| 7 | LSTR |
Landstar System Inc
|
26,318 | $5,442,825 | |
| 8 | PBI |
Pitney Bowes Inc /De/
|
19,692 | $345,003 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,442,027 | 264,577 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $22,606,641 | 229,789 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,944,133 | 201,070 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $18,002,970 | 215,527 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,295,766 | 92,092 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,843,335 | 89,493 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,943,084 | 86,781 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,606,541 | 92,464 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,765,157 | 107,893 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $17,132,877 | 115,272 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $23,676,479 | 150,585 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $25,531,350 | 163,799 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $30,124,396 | 168,058 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $32,158,886 | 165,776 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $29,974,362 | 172,425 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $26,102,117 | 161,583 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $28,503,621 | 156,150 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $27,786,295 | 129,564 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $19,711,778 | 91,965 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $15,664,606 | 86,022 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $13,585,224 | 65,323 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $10,378,569 | 61,054 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $6,152,494 | 36,535 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,600,880 | 39,614 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $4,059,960 | 36,517 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,552,575 | 38,028 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||