United Parcel Service shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 15k | 83.55 |
| 2025-06-30 | $1.6M | 16k | 100.92 |
| 2025-03-31 | $2.4M | 22k | 109.98 |
| 2024-12-31 | $2.0M | 16k | 125.84 |
| 2024-09-30 | $2.6M | 19k | 135.88 |
| 2024-03-31 | $2.4M | 16k | 148.63 |
| 2023-12-31 | $2.5M | 16k | 157.23 |
| 2023-09-30 | $2.8M | 18k | 155.87 |
| 2023-06-30 | $2.8M | 16k | 179.26 |
| 2023-03-31 | $3.1B | 16k | 193988.30 |
| 2022-12-31 | $2.5B | 14k | 173845.41 |
| 2022-09-30 | $1.9M | 12k | 161.57 |
| 2022-06-30 | $15k | 37k | 0.41 |
| 2022-03-31 | $574k | 2.7k | 214.42 |
| 2021-12-31 | $598k | 2.8k | 215.57 |
| 2021-09-30 | $467k | 2.6k | 181.78 |
| 2021-06-30 | $483k | 2.7k | 180.76 |
| 2021-03-31 | $483k | 2.8k | 170.85 |
| 2020-12-31 | $466k | 2.8k | 165.25 |
| 2020-09-30 | $507k | 3.0k | 167.71 |
| 2020-06-30 | $361k | 3.2k | 111.25 |
| 2020-03-31 | $288k | 3.1k | 92.37 |
| 2019-12-31 | $346k | 3.0k | 116.34 |
| 2019-09-30 | $352k | 3.0k | 118.72 |
| 2019-06-30 | $277k | 2.7k | 104.33 |
| 2017-12-31 | $230k | 1.9k | 119.23 |
| 2017-09-30 | $232k | 1.9k | 120.08 |