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Morningstar Investment Management LLC: UPS position timeline

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

Morningstar Investment Management LLC held 25,383 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,383 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $2,497,180.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management 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 25,383 shares
    Change vs previous 13F +2,022 shares

    0.15% of the 13F portfolio, value $2,497,180.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management 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 23,361 shares
    Change vs previous 13F -685 shares

    0.14% of the 13F portfolio, value $2,317,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management 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 24,046 shares
    Change vs previous 13F +15,761 shares

    0.07% of the 13F portfolio, value $2,009,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management 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 8,285 shares
    Change vs previous 13F -2,822 shares

    0.07% of the 13F portfolio, value $836,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management 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 11,107 shares
    Change vs previous 13F -18,630 shares

    0.22% of the 13F portfolio, value $1,222,000.

    13F-HR 0001104659-25-044412 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 11,107 shares
    • Morningstar Investment Management LLC: 0 shares

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

  7. period ended2024-12-31
    13F 29,737 shares
    Change vs previous 13F -206,897 shares

    0.16% of the 13F portfolio, value $3,750,000.

    13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 24,685 shares
    • Morningstar Investment Management LLC: 5,052 shares

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

  8. period ended2024-09-30
    13F 236,634 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $31,771,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 231,677 shares
    • Morningstar Investment Management LLC: 4,957 shares

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