United Parcel Service shares owned by CapWealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by CapWealth Advisors
from 13F filings
Historical chart of CapWealth Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by CapWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 216k | 83.53 |
| 2025-06-30 | $20M | 197k | 100.94 |
| 2025-03-31 | $11M | 96k | 109.99 |
| 2024-12-31 | $11M | 84k | 126.10 |
| 2024-09-30 | $11M | 81k | 136.34 |
| 2024-06-30 | $10M | 73k | 136.85 |
| 2024-03-31 | $11M | 73k | 148.63 |
| 2023-12-31 | $9.1M | 58k | 157.23 |
| 2023-09-30 | $9.0M | 58k | 155.87 |
| 2023-06-30 | $10M | 56k | 179.25 |
| 2023-03-31 | $11M | 56k | 193.99 |
| 2022-12-31 | $11M | 64k | 173.84 |
| 2022-09-30 | $10M | 63k | 161.53 |
| 2022-06-30 | $11M | 62k | 182.54 |
| 2022-03-31 | $13M | 61k | 214.46 |
| 2021-12-31 | $13M | 60k | 214.35 |
| 2021-09-30 | $11M | 59k | 182.09 |
| 2021-06-30 | $17M | 83k | 207.98 |
| 2021-03-31 | $14M | 83k | 169.99 |
| 2020-12-31 | $15M | 87k | 168.40 |
| 2020-09-30 | $19M | 116k | 166.63 |
| 2020-06-30 | $13M | 118k | 111.18 |
| 2020-03-31 | $10M | 110k | 93.42 |
| 2019-12-31 | $12M | 106k | 117.06 |
| 2019-09-30 | $13M | 108k | 119.82 |
| 2019-06-30 | $11M | 105k | 103.27 |
| 2019-03-31 | $12M | 103k | 111.74 |
| 2018-12-31 | $10M | 103k | 97.53 |
| 2018-09-30 | $8.9M | 77k | 116.74 |
| 2018-06-30 | $7.8M | 74k | 106.22 |
| 2018-03-31 | $8.4M | 71k | 119.15 |
| 2017-12-31 | $8.4M | 71k | 119.15 |
| 2017-09-30 | $8.3M | 69k | 120.09 |
| 2017-06-30 | $7.5M | 68k | 110.59 |
| 2017-03-31 | $7.1M | 67k | 107.30 |
| 2016-12-31 | $7.6M | 66k | 114.64 |
| 2016-09-30 | $7.1M | 65k | 109.37 |
| 2016-06-30 | $6.9M | 64k | 107.73 |
| 2016-03-31 | $6.8M | 65k | 105.47 |
| 2015-12-31 | $6.1M | 63k | 96.23 |
| 2015-09-30 | $6.3M | 64k | 98.70 |
| 2015-06-30 | $6.1M | 63k | 96.91 |
| 2015-03-31 | $5.8M | 59k | 96.93 |
| 2014-12-31 | $6.4M | 57k | 111.16 |
| 2014-09-30 | $5.4M | 55k | 98.29 |
| 2014-06-30 | $5.4M | 53k | 102.66 |
| 2014-03-31 | $4.8M | 50k | 97.39 |
| 2013-12-31 | $3.5M | 33k | 105.09 |
| 2013-09-30 | $3.2M | 35k | 91.37 |
| 2013-06-30 | $2.9M | 34k | 86.49 |
| 2013-03-31 | $2.3M | 27k | 85.91 |
| 2012-09-30 | $7.0k | 100 | 70.00 |