United Parcel Service shares owned by Montis Financial
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Montis Financial
from 13F filings
Historical chart of Montis Financial investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Montis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $275k | 3.3k | 83.52 |
| 2025-06-30 | $333k | 3.3k | 100.93 |
| 2025-03-31 | $363k | 3.3k | 110.00 |
| 2024-12-31 | $416k | 3.3k | 126.11 |
| 2024-09-30 | $448k | 3.3k | 136.34 |
| 2024-06-30 | $443k | 3.2k | 136.85 |
| 2024-03-31 | $481k | 3.2k | 148.63 |
| 2023-12-31 | $509k | 3.2k | 157.23 |
| 2023-09-30 | $504k | 3.2k | 155.87 |
| 2023-06-30 | $580k | 3.2k | 179.25 |
| 2023-03-31 | $627k | 3.2k | 193.99 |
| 2022-12-31 | $562k | 3.2k | 173.84 |
| 2022-09-30 | $522k | 3.2k | 161.41 |
| 2022-06-30 | $590k | 3.2k | 182.44 |
| 2022-03-31 | $723k | 3.4k | 214.48 |
| 2021-12-31 | $722k | 3.4k | 214.24 |
| 2021-09-30 | $601k | 3.4k | 178.39 |
| 2021-06-30 | $699k | 3.4k | 208.04 |
| 2021-03-31 | $575k | 3.4k | 171.13 |
| 2020-12-31 | $530k | 3.4k | 157.79 |