United Parcel Service shares owned by Carson Advisory
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Carson Advisory
from 13F filings
Historical chart of Carson Advisory investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Carson Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $855k | 10k | 83.53 |
| 2025-06-30 | $1.1M | 11k | 100.94 |
| 2025-03-31 | $1.3M | 12k | 109.99 |
| 2024-12-31 | $1.5M | 12k | 126.10 |
| 2024-09-30 | $1.9M | 14k | 136.34 |
| 2024-06-30 | $1.8M | 13k | 136.85 |
| 2024-03-31 | $1.5M | 9.8k | 148.63 |
| 2023-12-31 | $1.4M | 9.0k | 157.23 |
| 2023-09-30 | $1.4M | 8.8k | 155.87 |
| 2023-06-30 | $1.5M | 8.5k | 179.25 |
| 2023-03-31 | $1.6M | 8.2k | 193.98 |
| 2022-12-31 | $1.5M | 8.7k | 173.84 |
| 2022-09-30 | $1.3M | 8.2k | 161.55 |
| 2022-06-30 | $1.5M | 8.2k | 182.57 |
| 2022-03-31 | $1.7M | 7.9k | 214.45 |
| 2021-12-31 | $1.7M | 8.1k | 214.30 |