United Parcel Service shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in United Parcel Service by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 186k | 83.53 |
| 2025-06-30 | $8.2M | 82k | 100.94 |
| 2025-03-31 | $8.3M | 76k | 109.99 |
| 2024-12-31 | $5.3M | 42k | 126.10 |
| 2024-09-30 | $8.2M | 60k | 136.34 |
| 2024-06-30 | $9.3M | 68k | 136.85 |
| 2024-03-31 | $11M | 72k | 148.63 |
| 2023-12-31 | $7.9M | 50k | 157.23 |
| 2023-09-30 | $11M | 68k | 155.86 |
| 2023-06-30 | $7.0M | 39k | 179.25 |
| 2023-03-31 | $7.4M | 38k | 193.99 |
| 2022-12-31 | $7.8M | 45k | 173.84 |
| 2022-09-30 | $8.2M | 51k | 161.50 |
| 2022-06-30 | $9.1M | 50k | 182.56 |
| 2022-03-31 | $14M | 64k | 214.45 |
| 2021-12-31 | $5.5M | 26k | 214.33 |
| 2021-09-30 | $6.0M | 33k | 182.09 |
| 2021-06-30 | $6.3M | 31k | 207.98 |
| 2021-03-31 | $2.9M | 17k | 169.89 |
| 2020-12-31 | $4.1M | 25k | 168.36 |
| 2020-09-30 | $4.0M | 24k | 166.66 |
| 2020-06-30 | $3.0M | 27k | 111.20 |
| 2020-03-31 | $1.4M | 15k | 94.97 |