Ownership history in PFG Advisors · 14 quarters on record
This page tracks every 13F SEC filing in which PFG Advisors 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 2,706 | +937 | +53.0% | 0.01% | $226K | $80.97 |
| 2024 Q2 | ADDED | 1,769 | +270 | +18.0% | 0.02% | $242K | $123.18 |
| 2023 Q4 | REDUCED | 1,499 | -195 | -11.5% | 0.02% | $236K | $138.42 |
| 2023 Q3 | REDUCED | 1,694 | -12,948 | -88.4% | 0.02% | $264K | $135.63 |
| 2023 Q2 | REDUCED | 14,642 | -671 | -4.4% | 0.20% | $2.6M | $154.58 |
| 2023 Q1 | REDUCED | 15,313 | -1,429 | -8.5% | 0.25% | $3.0M | $165.70 |
| 2022 Q4 | ADDED | 16,742 | +20 | +0.1% | 0.29% | $2.9M | $147.19 |
| 2022 Q3 | REDUCED | 16,722 | -386 | -2.3% | 0.31% | $2.7M | $135.51 |
| 2022 Q2 | REDUCED | 17,108 | -135 | -0.8% | 0.35% | $3.1M | $151.98 |
| 2022 Q1 | ADDED | 17,243 | +513 | +3.1% | 0.37% | $3.7M | $177.04 |
As of 2025 Q4 — sorted by position size