UPS — UNITED PARCEL SERVICE INCORPORATED CLASS B

Ownership history in Capital Square, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which Capital Square, LLC reported a position in UNITED PARCEL SERVICE INCORPORATED CLASS B (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
1.36% (2025 Q4)
Avg. % of fund
0.68%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 26,812 +1,135 +4.4% 1.36% $2.7M $97.83
2025 Q3 ADDED 25,677 +6,044 +30.8% 1.09% $2.1M $80.97
2025 Q2 ADDED 19,633 +5,772 +41.6% 1.06% $2.0M $96.04
2025 Q1 ADDED 13,861 +6,509 +88.5% 0.90% $1.5M $102.95
21 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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