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United Parcel Service shares owned by Bard Associates

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Bard Associates from 13F filings

Historical chart of Bard Associates investment in United Parcel Service

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All positions including United Parcel Service held by Bard Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Bard Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $61k 613 99.19
2023-03-31 $206k 1.1k 193.99

More positions owned by Bard Associates

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Flaherty & Crumrine/Claymore Preferred S (FFC)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
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Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Residential Mult (REZ)
Vaneck Etf Trust Bdc Income Etf (BIZD)
Mamamancini's Holdings (MAMA)
Ensign (ENSG)
Alps Etf Tr Alerian Mlp (AMLP)
Tortoise Energy Infrastructure closed end funds (TYG)
Willdan (WLDN)
Kayne Anderson MLP Investment (KYN)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Nextera Energy (NEE)

View all positions for Bard Associates

Top funds holding United Parcel Service

Vanguard Group
BlackRock
State Street Corporation
Charles Schwab Investment Management
FMR
Geode Capital Management
Victory Capital Management
Susquehanna International
Norges Bank Investment Management
Citadel Advisors
UBS Group
Northern Trust
Goldman Sachs Group
Invesco
Jane Street

View all funds holding United Parcel Service