UPS — UNITED PARCEL SERVICE INC CL COM

Ownership history in CapWealth Advisors, LLC  ·  54 quarters on record

This page tracks every 13F SEC filing in which CapWealth Advisors, LLC reported a position in UNITED PARCEL SERVICE INC CL 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
2.59% (2020 Q3)
Avg. % of fund
1.39%
First filed
2012 Q1
Last filed
2025 Q4
Quarters held
54
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 222,506 +6,279 +2.9% 1.50% $22.1M $97.83
2025 Q3 ADDED 216,227 +19,188 +9.7% 1.63% $18.1M $80.97
2025 Q2 ADDED 197,039 +101,448 +106.1% 1.96% $19.9M $96.04
2025 Q1 ADDED 95,591 +11,717 +14.0% 1.14% $10.5M $102.95
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% 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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