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Badgley Phelps Wealth Managers, LLC: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Badgley Phelps Wealth Managers, LLC on UPS, newest first. How the timeline and the estimate are built.

Badgley Phelps Wealth Managers, LLC held 112,300 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,300 shares
    Change vs previous 13F -116 shares

    0.21% of the 13F portfolio, value $12,072,250.

    13F-HR 0001895362-26-000006 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 112,416 shares
    Change vs previous 13F -16,852 shares

    0.22% of the 13F portfolio, value $11,059,487.

    13F-HR 0001895362-26-000004 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 129,268 shares
    Change vs previous 13F -2,251 shares

    0.23% of the 13F portfolio, value $12,822,093.

    13F-HR 0001895362-26-000002 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 131,519 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $10,985,783.

    13F-HR 0001895362-25-000011 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 131,519 shares
    Change vs previous 13F -32 shares

    0.29% of the 13F portfolio, value $13,275,528.

    13F-HR 0001895362-25-000007 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 131,551 shares
    Change vs previous 13F -3,049 shares

    0.35% of the 13F portfolio, value $14,469,295.

    13F-HR 0001895362-25-000004 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 134,600 shares
    Change vs previous 13F -201 shares

    0.4% of the 13F portfolio, value $16,973,060.

    13F-HR 0001895362-25-000002 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 134,801 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $18,378,769.

    13F-HR 0001895362-24-000023 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).