WEATHERLY ASSET MANAGEMENT L. P.

Position in UPS — United Parcel Service Inc

CIK 934745 DEL MAR, CA

Position in UPS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$321,747

+$53,367 QoQ

Shares Held

2,993

+9.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,531

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

WEATHERLY ASSET MANAGEMENT L. P. holds $4,489,120 across 3 Integrated Freight & Logistics names. UPS ranks #3 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp	10,901	$3,413,430
2	FDXF	FedEx Freight Holding Company, Inc.	4,993	$753,943
3	UPS	United Parcel Service Inc This page	2,993	$321,747

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$321,747	2,993	+9.7%	Shares	Sole	2026-07-20
2026-03-31	$268,380	2,728	+1.0%	Shares	Sole	2026-04-15
2025-12-31	$267,813	2,700	-0.3%	Shares	Sole	2026-01-16
2025-09-30	$226,115	2,707	-12.7%	Shares	Sole	2025-10-16
2025-06-30	$313,115	3,102	-1.1%	Shares	Sole	2025-07-11
2025-03-31	$345,038	3,137	+0.6%	Shares	Sole	2025-05-01
2024-12-31	$393,053	3,117	+18.9%	Shares	Sole	2025-01-29
2024-09-30	$357,483	2,622	0.0%	Shares	Sole	2024-10-29
2024-06-30	$358,820	2,622	-1.9%	Shares	Sole	2024-07-31
2024-03-31	$397,139	2,672	+0.5%	Shares	Sole	2024-04-19
2023-12-31	$417,917	2,658	-1.6%	Shares	Sole	2024-02-01
2023-09-30	$421,160	2,702	+1.1%	Shares	Sole	2023-10-10
2023-06-30	$478,956	2,672	-0.9%	Shares	Sole	2023-07-21
2023-03-31	$522,803	2,695	+1.9%	Shares	Sole	2023-04-13
2022-12-31	$459,806	2,645	-1.8%	Shares	Sole	2023-01-11
2022-09-30	$435,188	2,694	0.0%	Shares	Sole	2022-10-17
2022-06-30	$491,762	2,694	-2.9%	Shares	Sole	2022-07-18
2022-03-31	$594,912	2,774	-0.9%	Shares	Sole	2022-05-06
2021-12-31	$599,937	2,799	0.0%	Shares	Sole	2022-01-28
2021-09-30	$509,697	2,799	0.0%	Shares	Sole	2021-11-05
2021-06-30	$582,108	2,799	-3.4%	Shares	Sole	2021-08-12
2021-03-31	$492,801	2,899	0.0%	Shares	Sole	2021-05-05
2020-12-31	$488,191	2,899	-1.7%	Shares	Sole	2021-02-02
2020-09-30	$491,225	2,948	-3.9%	Shares	Sole	2020-10-30
2020-06-30	$340,989	3,067	-1.6%	Shares	Sole	2020-07-29
2020-03-31	$291,190	3,117	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.