United Parcel Service shares owned by Fortis Group Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Fortis Group Advisors
from 13F filings
Historical chart of Fortis Group Advisors investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Fortis Group Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in United Parcel Service by Fortis Group Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 17k | 83.53 |
| 2025-06-30 | $25k | 250 | 100.94 |
| 2025-03-31 | $271k | 2.5k | 109.99 |
| 2024-12-31 | $310k | 2.5k | 126.10 |
| 2024-09-30 | $336k | 2.5k | 136.34 |
| 2024-06-30 | $337k | 2.5k | 136.85 |
| 2024-03-31 | $366k | 2.5k | 148.63 |
| 2023-12-31 | $527k | 2.7k | 193.97 |
| 2023-09-30 | $479k | 2.5k | 193.97 |
| 2023-06-30 | $396k | 2.2k | 179.23 |
| 2023-03-31 | $399k | 2.2k | 179.80 |
| 2020-09-30 | $692k | 4.2k | 164.00 |