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United Parcel Service shares owned by Stonebridge Financial Group

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

Historical chart of Stonebridge Financial Group investment in United Parcel Service

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

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Quarterly reported holdings in United Parcel Service by Stonebridge Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $406k 4.9k 83.53
2025-06-30 $501k 5.0k 100.94
2025-03-31 $550k 5.0k 109.99
2024-12-31 $654k 5.2k 126.10

More positions owned by Stonebridge Financial Group

Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Ishares Tr Core Div Grwth (DGRO)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Gold Tr Gold Shs (GLD)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Apple (AAPL)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Wisdomtree Tr Us Midcap Divid (DON)

View all positions for Stonebridge Financial Group

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