Capstone Financial Advisors »

United Parcel Service shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in United Parcel Service by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $254k 3.0k 83.53
2017-12-31 $204k 1.7k 118.95
2017-09-30 $206k 1.7k 120.12
2016-12-31 $212k 1.8k 114.91
2016-09-30 $209k 1.9k 109.42

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
McDonald's Corporation (MCD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Flexshares Tr Mornstar Usmkt (TILT)
Flexshares Tr M Star Dev Mkt (TLTD)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Capstone Financial Advisors

Top funds holding United Parcel Service

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

View all funds holding United Parcel Service