West Branch Capital »

United Parcel Service shares owned by West Branch Capital

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by West Branch Capital from 13F filings

Historical chart of West Branch Capital investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in United Parcel Service by West Branch Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 200 83.53
2025-06-30 $18k 180 100.94
2025-03-31 $20k 180 109.99
2024-12-31 $135k 1.1k 126.10
2024-09-30 $147k 1.1k 136.36
2024-06-30 $151k 1.1k 136.80
2024-03-31 $135k 909 148.65
2023-12-31 $184k 1.2k 157.22
2023-09-30 $182k 1.2k 155.83
2023-06-30 $211k 1.2k 179.21
2023-03-31 $227k 1.2k 193.95
2022-12-31 $203k 1.2k 173.91
2022-09-30 $196k 1.2k 161.18
2022-06-30 $210k 1.2k 182.45
2022-03-31 $245k 1.1k 213.97
2021-12-31 $244k 1.1k 214.22
2021-09-30 $237k 1.3k 181.89
2021-06-30 $328k 1.6k 207.99
2021-03-31 $212k 1.2k 169.87
2020-12-31 $212k 1.3k 168.39
2020-09-30 $264k 1.6k 166.77
2020-03-31 $252k 2.7k 93.33
2019-12-31 $339k 2.9k 117.14
2019-09-30 $458k 3.8k 119.74
2019-06-30 $504k 4.9k 103.17
2019-03-31 $586k 5.2k 111.79
2018-12-31 $527k 5.4k 97.48
2018-09-30 $1.0M 8.6k 116.80
2018-06-30 $930k 8.8k 106.25