UPS — UNITED PARCEL SERVICE INC

Ownership history in Capital CS Group, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which Capital CS Group, LLC reported a position in UNITED PARCEL SERVICE INC (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
66.49% (2022 Q2)
Avg. % of fund
40.76%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 219,231 +158,131 +258.8% 33.48% $21.7M $97.83
2025 Q3 REDUCED 61,100 -161,096 -72.5% 0.03% $18K $80.97
2025 Q3 REDUCED 222,196 -12,894 -5.5% 29.29% $18.6M $80.97
2025 Q2 ADDED 235,090 +161,790 +220.7% 38.49% $23.7M $96.04
24 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

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% CFO4Life Group, LLC 3Y 7Y 4.41%
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