UPS — UNITED PARCEL SERVICE INC

Ownership history in Marks Wealth, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Marks Wealth, 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
0.51% (2022 Q2)
Avg. % of fund
0.21%
First filed
2021 Q3
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,878 -2,378 -45.2% 0.07% $240K $80.97
2025 Q2 REDUCED 5,256 -827 -13.6% 0.17% $531K $96.04
2025 Q1 ADDED 6,083 +3,683 +153.5% 0.25% $669K $102.95
2022 Q2 UNCHANGED 2,400 — 0% 0.51% $438K $151.98
3 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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