SEC 13F Intelligence

Waypoint Wealth Partners Inc. / UPS

Waypoint Wealth Partners Inc.’s United Parcel Svcs Inc Position

Does Waypoint Wealth Partners Inc. own United Parcel Svcs Inc (UPS)? Yes — 81.9K shares worth $8M (+2.01% of its 13F portfolio) as of Q2 2025.

Position Value
$8M
Q2 2025
Shares
81.9K
% of Portfolio
+2.01%
Quarters Held
19
currently held

Position History UPS

Reported value by quarter
Q4 ’20: $14MQ4 ’20Q1 ’21: $14MQ2 ’21: $17MQ3 ’21: $15MQ3 ’21Q4 ’21: $18MQ1 ’22: $18MQ2 ’22: $15MQ2 ’22Q3 ’22: $13MQ4 ’22: $14MQ1 ’23: $16MQ1 ’23Q2 ’23: $15MQ3 ’23: $13MQ4 ’23: $13MQ4 ’23Q1 ’24: $12MQ2 ’24: $11MQ3 ’24: $11MQ3 ’24Q4 ’24: $10MQ1 ’25: $9MQ2 ’25: $8MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202581.9K$8M+2.01%
Q1 202581.9K$9M+2.49%
Q4 202481.9K$10M+2.82%
Q3 202481.9K$11M+2.96%
Q2 202481.9K$11M+3.27%
Q1 202481.9K$12M+3.46%
Q4 202381.9K$13M+3.99%
Q3 202381.9K$13M+4.43%
Q2 202381.9K$15M+5.02%
Q1 202381.9K$16M+5.66%
Q4 202281.9K$14M+5.60%
Q3 202281.9K$13M+5.58%
Q2 202281.9K$15M+5.73%
Q1 202281.9K$18M+6.42%
Q4 202181.9K$18M+6.00%
Q3 202181.9K$15M+5.58%
Q2 202181.9K$17M+6.60%
Q1 202181.9K$14M+10.13%
Q4 202081.9K$14M+10.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waypoint Wealth Partners Inc.’s full portfolio or all institutional holders of UPS.