UPS — UNITED PARCEL SVC INC CL B

Ownership history in Measured Wealth Private Client Group, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which Measured Wealth Private Client Group, LLC reported a position in UNITED PARCEL SVC INC CL 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
5.97% (2025 Q1)
Avg. % of fund
1.45%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 169,006 — 0% 4.43% $16.8M $97.83
2025 Q3 REDUCED 169,006 -53 -0.0% 3.80% $14.1M $80.97
2025 Q2 REDUCED 169,059 -22 -0.0% 5.11% $17.1M $96.04
2025 Q1 ADDED 169,081 +57,529 +51.6% 5.97% $18.6M $102.95
14 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% CFO4Life Group, LLC 3Y 7Y 4.41%
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