UPS — UNITED PARCEL SERVICE INC

Ownership history in CFO4Life Group, LLC  ·  36 quarters on record

This page tracks every 13F SEC filing in which CFO4Life 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
30.82% (2017 Q2)
Avg. % of fund
14.51%
First filed
2017 Q1
Last filed
2025 Q4
Quarters held
36
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 311,760 -324 -0.1% 4.41% $30.9M $97.83
2025 Q3 REDUCED 312,084 -1,287 -0.4% 3.79% $26.1M $80.97
2025 Q2 REDUCED 313,371 -2,265 -0.7% 4.95% $31.6M $96.04
2025 Q1 REDUCED 315,636 -652 -0.2% 5.84% $34.7M $102.95
32 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%
← Back to CFO4Life Group, LLC Holdings