Ken Fisher's UPS Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 66.9K shares of United Parcel Service, Inc. (UPS) worth $5.59 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in UPS, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2013, adding 320.9K shares. Largest reduction occurred in Q2 2017, reducing 276.6K shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's United Parcel Service (UPS) Holding Value Over Time
Track share changes against reported price movement
Quarterly United Parcel Service (UPS) Trades by Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +8,160 | Add 0.00% | 8,159 | $86.53 |
| Q3 2013 | +320,943 | Add 3933.61% | 329,102 | $91.37 |
| Q4 2013 | -5,037 | Reduce 1.53% | 324,065 | $105.08 |
| Q1 2014 | -56,114 | Reduce 17.32% | 267,951 | $97.38 |
| Q2 2014 | +128,082 | Add 47.80% | 396,033 | $102.66 |
| Q3 2014 | -30,964 | Reduce 7.82% | 365,069 | $98.29 |
| Q4 2014 | +33,159 | Add 9.08% | 398,228 | $111.17 |
| Q1 2015 | +7,241 | Add 1.82% | 405,469 | $96.94 |
| Q2 2015 | -2,236 | Reduce 0.55% | 403,233 | $96.91 |
| Q3 2015 | -37,396 | Reduce 9.27% | 365,837 | $98.69 |
| Q4 2015 | +1,429 | Add 0.39% | 367,266 | $96.23 |
| Q1 2016 | -77,495 | Reduce 21.10% | 289,771 | $105.54 |
| Q2 2016 | -8,370 | Reduce 2.89% | 281,401 | $110.01 |
| Q3 2016 | +5,088 | Add 1.81% | 286,489 | $109.36 |
| Q4 2016 | +6,263 | Add 2.19% | 292,752 | $114.64 |
| Q1 2017 | -138 | Reduce 0.05% | 292,614 | $107.30 |
| Q2 2017 | -276,556 | Reduce 94.51% | 16,058 | $110.60 |
| Q3 2017 | +1,096 | Add 6.83% | 17,154 | $120.09 |
| Q4 2017 | +24,228 | Add 141.24% | 41,382 | $119.16 |
| Q1 2018 | +1,140 | Add 2.75% | 42,522 | $104.65 |
| Q2 2018 | +511 | Add 1.20% | 43,033 | $106.22 |
| Q3 2018 | +2,967 | Add 6.89% | 46,000 | $116.76 |
| Q4 2018 | -10,114 | Reduce 21.99% | 35,886 | $97.53 |
| Q1 2019 | +6,668 | Add 18.58% | 42,554 | $111.74 |
| Q2 2019 | +6,715 | Add 15.78% | 49,269 | $103.27 |
| Q3 2019 | -1,880 | Reduce 3.82% | 47,389 | $119.82 |
| Q4 2019 | -533 | Reduce 1.12% | 46,856 | $117.06 |
| Q1 2020 | +4,591 | Add 9.80% | 51,447 | $93.42 |
| Q2 2020 | +1,611 | Add 3.13% | 53,058 | $111.18 |
| Q3 2020 | +4,811 | Add 9.07% | 57,869 | $166.63 |
| Q4 2020 | +5,999 | Add 10.37% | 63,868 | $168.39 |
| Q1 2021 | -3,420 | Reduce 5.35% | 60,448 | $170.00 |
| Q2 2021 | -551 | Reduce 0.91% | 59,897 | $207.97 |
| Q3 2021 | +10,349 | Add 17.28% | 70,246 | $182.10 |
| Q4 2021 | +4,533 | Add 6.45% | 74,779 | $214.34 |
| Q1 2022 | +4,703 | Add 6.29% | 79,482 | $214.46 |
| Q2 2022 | +293 | Add 0.37% | 79,775 | $182.54 |
| Q3 2022 | -3,339 | Reduce 4.19% | 76,436 | $161.55 |
| Q4 2022 | +5,087 | Add 6.66% | 81,523 | $173.84 |
| Q1 2023 | +3,684 | Add 4.52% | 85,207 | $193.99 |
| Q2 2023 | +6,776 | Add 7.95% | 91,983 | $179.25 |
| Q3 2023 | +13,786 | Add 14.99% | 105,769 | $155.87 |
| Q4 2023 | -1,197 | Reduce 1.13% | 104,572 | $157.23 |
| Q1 2024 | -3,789 | Reduce 3.62% | 100,783 | $148.63 |
| Q2 2024 | +17,331 | Add 17.20% | 118,114 | $136.85 |
| Q3 2024 | +5,956 | Add 5.04% | 124,070 | $136.34 |
| Q4 2024 | -34,654 | Reduce 27.93% | 89,416 | $126.10 |
| Q1 2025 | -12,415 | Reduce 13.88% | 77,001 | $109.99 |
| Q2 2025 | -2,670 | Reduce 3.47% | 74,331 | $100.94 |
| Q3 2025 | -7,404 | Reduce 9.96% | 66,927 | $83.53 |
Ken Fisher's United Parcel Service Investment FAQs
Ken Fisher first purchased United Parcel Service, Inc. (UPS) in Q2 2013, acquiring 8,159 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held United Parcel Service, Inc. (UPS) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to United Parcel Service, Inc. (UPS) was in Q3 2013, adding 329,102 shares worth $30.07 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 66,927 shares of United Parcel Service, Inc. (UPS), valued at approximately $5.59 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, United Parcel Service, Inc. (UPS) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's peak holding in United Parcel Service, Inc. (UPS) was 405,469 shares, as reported at the end of Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.