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United Parcel Service shares owned by Castlekeep Investment Advisors

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

Historical chart of Castlekeep Investment Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Castlekeep Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $876k 11k 83.53
2025-06-30 $1.2M 12k 100.94
2025-03-31 $1.2M 11k 109.99
2024-12-31 $1.2M 9.2k 126.10
2024-09-30 $1.3M 9.3k 136.34

More positions owned by Castlekeep Investment Advisors

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust S&p Bk Etf (KBE)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Ishares Tr Sp Smcp600vl Etf (IJS)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Great Lakes Dredge & Dock Corporation (GLDD)
Golub Capital BDC (GBDC)
Midcap Financial Invstmnt Com New (MFIC)
Boeing Company (BA)
Oaktree Specialty Lending Corp (OCSL)
Citigroup Com New (C)

View all positions for Castlekeep Investment Advisors

Top funds holding United Parcel Service

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

View all funds holding United Parcel Service