SEC 13F Intelligence

Financial Partners Group, LLC / UPS

Financial Partners Group, LLC’s United Parcel Svcs Inc Position

Does Financial Partners Group, LLC own United Parcel Svcs Inc (UPS)? Yes — 90.2K shares worth $9M (+3.30% of its 13F portfolio) as of Q2 2025, down from 91.0K shares the prior filed quarter.

Position Value
$9M
Q2 2025
Shares
90.2K
% of Portfolio
+3.30%
Quarters Held
11
currently held

Position History UPS

Reported value by quarter
Q4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $4MQ2 ’24Q3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $10MQ2 ’25: $9MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202590.2K$9M+3.30%
Q1 202591.0K$10M+4.34%
Q4 202434.4K$4M+1.80%
Q3 202429.1K$4M+1.49%
Q2 202426.3K$4M+1.40%
Q1 202421.3K$3M+1.22%
Q4 202313.2K$2M+0.94%
Q3 202312.3K$2M+0.92%
Q2 202312.3K$2M+1.11%
Q1 202311.6K$2M+1.18%
Q4 202211.5K$2M+1.18%

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