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United Parcel Service shares owned by Carlson Financial

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

Historical chart of Carlson Financial investment in United Parcel Service

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

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Quarterly reported holdings in United Parcel Service by Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2M 12k 107.46
2026-03-31 $1.1M 12k 98.38
2025-12-31 $1.1M 12k 99.19

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Top funds holding United Parcel Service

BlackRock
Vanguard Capital Management
FMR
State Street Corporation
Charles Schwab Investment Management
Sixth Street Partners Management Company
Geode Capital Management
Victory Capital Management
Vanguard Portfolio Management
Bank of America Corporation
Goldman Sachs Group
Morgan Stanley
Norges Bank Investment Management
UBS Group
Northern Trust

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