UPS — United Parcel Service Inc Cl B COM

Ownership history in BBR PARTNERS, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which BBR PARTNERS, LLC reported a position in United Parcel Service Inc Cl B 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
15.15% (2023 Q1)
Avg. % of fund
9.82%
First filed
2010 Q4
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 754,275 -2,142 -0.3% 4.01% $74.8M $97.83
2025 Q3 ADDED 756,417 +2 +0.0% 3.64% $63.2M $80.97
2025 Q2 ADDED 756,415 +110,955 +17.2% 4.75% $76.4M $96.04
2025 Q1 REDUCED 645,460 -304 -0.0% 5.01% $71.0M $102.95
18 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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