United Parcel Service shares owned by Catalytic Wealth RIA
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Catalytic Wealth RIA
from 13F filings
Historical chart of Catalytic Wealth RIA investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Catalytic Wealth RIA 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 Catalytic Wealth RIA
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $3.1M | 29k | 107.50 |
| 2026-03-31 | $651k | 6.6k | 98.38 |
| 2025-12-31 | $738k | 7.4k | 99.19 |
| 2025-09-30 | $954k | 11k | 83.53 |
| 2025-06-30 | $1.0M | 9.9k | 100.94 |
| 2025-03-31 | $948k | 8.6k | 109.99 |
| 2024-12-31 | $1.2M | 9.6k | 126.10 |
| 2024-09-30 | $1.4M | 9.9k | 136.34 |
| 2024-06-30 | $1.4M | 10k | 136.85 |
| 2024-03-31 | $1.6M | 11k | 148.63 |
| 2023-12-31 | $1.5M | 9.4k | 157.23 |