UPS — UNITED PARCEL SERVICE INC

Ownership history in Fluent Financial, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Fluent Financial, 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
2.57% (2025 Q4)
Avg. % of fund
2.57%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 67,969 — — 2.57% $6.7M $97.83
% 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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