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ZACKS INVESTMENT MANAGEMENT: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ZACKS INVESTMENT MANAGEMENT on UPS, newest first. How the timeline and the estimate are built.

ZACKS INVESTMENT MANAGEMENT held 175,870 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 175,870 shares
    Change vs previous 13F -2,523 shares

    0.13% of the 13F portfolio, value $18,906,180.

    13F-HR 0001172661-26-003391 filed by ZACKS INVESTMENT MANAGEMENT
    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 178,393 shares
    Change vs previous 13F +14,512 shares

    0.14% of the 13F portfolio, value $17,550,288.

    13F-HR 0001172661-26-001904 filed by ZACKS INVESTMENT MANAGEMENT
    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 163,881 shares
    Change vs previous 13F -16,988 shares

    0.13% of the 13F portfolio, value $16,255,385.

    13F-HR 0001172661-26-000942 filed by ZACKS INVESTMENT MANAGEMENT
    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 180,869 shares
    Change vs previous 13F +54 shares

    0.12% of the 13F portfolio, value $15,108,089.

    13F-HR 0001172661-25-005127 filed by ZACKS INVESTMENT MANAGEMENT
    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 180,815 shares
    Change vs previous 13F +1,548 shares

    0.16% of the 13F portfolio, value $18,251,404.

    13F-HR 0001172661-25-003061 filed by ZACKS INVESTMENT MANAGEMENT
    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 179,267 shares
    Change vs previous 13F -72,850 shares

    0.18% of the 13F portfolio, value $19,717,623.

    13F-HR 0001172661-25-001873 filed by ZACKS INVESTMENT MANAGEMENT
    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 252,117 shares
    Change vs previous 13F +57,543 shares

    0.29% of the 13F portfolio, value $31,791,929.

    13F-HR 0001172661-25-000838 filed by ZACKS INVESTMENT MANAGEMENT
    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 194,574 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $26,528,140.

    13F-HR 0001172661-24-004993 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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