LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in UPS — United Parcel Service Inc
CIK 932974
BOSTON, MA
Position in UPS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$324,005
-$6,945 QoQ
Shares Held
3,014
-10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,528
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $461,355 across 4 Integrated Freight & Logistics names. UPS ranks #1 (70.2% of the industry book) .
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,005 | 3,014 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $330,950 | 3,364 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $331,294 | 3,340 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $275,649 | 3,300 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $373,478 | 3,700 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $406,963 | 3,700 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $580,060 | 4,600 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $631,390 | 4,631 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $650,037 | 4,750 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $705,992 | 4,750 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $746,842 | 4,750 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $769,530 | 4,937 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $918,118 | 5,122 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $999,048 | 5,150 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $964,116 | 5,546 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $992,824 | 6,146 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,121,890 | 6,146 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,194,113 | 5,568 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,043,407 | 4,868 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $886,462 | 4,868 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,014,061 | 4,876 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $643,072 | 3,783 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $484,150 | 2,875 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $479,061 | 2,875 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $319,642 | 2,875 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $268,582 | 2,875 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||