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United Parcel Service shares owned by Breakwater Investment Management

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Breakwater Investment Management from 13F filings

Historical chart of Breakwater Investment Management investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Breakwater Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $595 6 99.33

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Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Breakwater Investment Management

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