United Parcel Service shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in United Parcel Service by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $216k | 2.6k | 83.54 |
| 2025-06-30 | $292k | 2.9k | 100.93 |
| 2025-03-31 | $306k | 2.8k | 110.00 |
| 2024-12-31 | $365k | 2.9k | 126.12 |
| 2024-09-30 | $491k | 3.6k | 136.34 |
| 2024-06-30 | $423k | 3.1k | 136.84 |
| 2024-03-31 | $446k | 3.0k | 148.66 |
| 2023-12-31 | $447k | 2.8k | 157.23 |
| 2023-09-30 | $427k | 2.7k | 155.89 |
| 2023-06-30 | $402k | 2.2k | 179.24 |
| 2023-03-31 | $377k | 1.9k | 193.95 |
| 2022-12-31 | $337k | 1.9k | 173.87 |
| 2022-09-30 | $220k | 1.4k | 161.65 |
| 2016-12-31 | $2.0M | 17k | 115.05 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners