Icon Wealth Advisors »

United Parcel Service shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in United Parcel Service by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 19k 148.63
2023-12-31 $3.0M 19k 157.23
2022-12-31 $5.7M 33k 173.84
2022-09-30 $5.2M 32k 161.54

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Microsoft Corp Stock (MSFT)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares National Muni Bond Etf Etf (MUB)
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)
Amazon Stock (AMZN)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Eafe Growth Etf Etf (EFG)
Chevron Corp Stock (CVX)
Exxon Mobil Corp Stock (XOM)
Enterprise Prods Partners Stock (EPD)
Ishares U.s. Technology Etf Etf (IYW)

View all positions for Icon Wealth Advisors

Top funds holding United Parcel Service

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Charles Schwab Investment Management
Wellington Management Company
Bank of America Corporation
Franklin Resources
Goldman Sachs Group
Viking Global Investors
Wells Fargo & Company
Norges Bank Investment Management
Citadel Advisors
Bank of New York Mellon
Susquehanna International
ClearBridge Advisors

View all funds holding United Parcel Service