United Parcel Service shares owned by Morningstar Investment Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Morningstar Investment Management
from 13F filings
Historical chart of Morningstar Investment Management investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Morningstar Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 24k | 83.55 |
| 2025-06-30 | $836k | 8.3k | 100.91 |
| 2024-12-31 | $637k | 5.1k | 126.09 |
| 2024-09-30 | $667k | 5.0k | 134.56 |
| 2024-06-30 | $679k | 5.0k | 136.92 |
| 2024-03-31 | $737k | 5.0k | 148.62 |
| 2023-09-30 | $770k | 4.9k | 155.78 |
| 2023-06-30 | $828k | 4.6k | 179.14 |
| 2023-03-31 | $459k | 2.4k | 194.08 |
| 2022-12-31 | $411k | 2.4k | 173.78 |
More positions owned by Morningstar Investment Management
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