UPS — UNITED PARCEL SERVICE INC

Ownership history in SMITH, MOORE & CO.  ·  35 quarters on record

This page tracks every 13F SEC filing in which SMITH, MOORE & CO. 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
0.17% (2018 Q1)
Avg. % of fund
0.11%
First filed
2017 Q1
Last filed
2025 Q3
Quarters held
35
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,704 -3,384 -55.6% 0.02% $226K $80.97
2025 Q2 ADDED 6,088 +2,418 +65.9% 0.05% $615K $96.04
2025 Q1 REDUCED 3,670 -278 -7.0% 0.04% $404K $102.95
2024 Q4 REDUCED 3,948 -442 -10.1% 0.05% $498K $116.37
31 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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