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United Parcel Service shares owned by Coordinated Financial Services

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

Historical chart of Coordinated Financial Services investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $349k 4.2k 83.53
2025-06-30 $322k 3.2k 100.94
2024-12-31 $318k 2.5k 126.09

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Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Coordinated Financial Services

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