UPS — UNITED PARCEL SERVICE COM

Ownership history in Accredited Investors Inc.  ·  57 quarters on record

This page tracks every 13F SEC filing in which Accredited Investors Inc. reported a position in UNITED PARCEL SERVICE COM (UPS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
11.55% (2023 Q1)
Avg. % of fund
2.9%
First filed
2011 Q4
Last filed
2025 Q4
Quarters held
57
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 783,700 — 0% 4.13% $77.7M $97.83
2025 Q3 UNCHANGED 783,700 — 0% 3.65% $65.5M $80.97
2025 Q2 REDUCED 783,700 -721 -0.1% 4.68% $79.1M $96.04
2025 Q1 REDUCED 784,421 -328 -0.0% 5.36% $86.3M $102.95
53 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UPS price (monthly, adj. close)

Other funds also holding UPS

As of 2025 Q4 — sorted by position size

Capital CS Group, LLC 3Y 33.48% Mayar Capital Ltd. 3Y 14.41% Drexel Morgan & Co. 3Y 7Y 11.06% SPIREPOINT PRIVATE CLIENT, LLC 9.73% MASTERS CAPITAL MANAGEMENT LLC 3Y 7Y 8.09% Centric Wealth Management 3Y 7Y 6.11% FineMark National Bank & Trust 3Y 7Y 5.28% Maj Invest Holding A/S 3Y 7Y 5.03% Manchester Capital Management LLC 3Y 7Y 4.61% Measured Wealth Private Client Group, LLC 3Y 7Y 4.43%
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