United Parcel Service shares owned by HB Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 42k | 83.53 |
| 2025-06-30 | $4.1M | 40k | 100.94 |
| 2025-03-31 | $4.7M | 43k | 109.99 |
| 2024-12-31 | $4.9M | 39k | 126.08 |
| 2024-09-30 | $4.5M | 33k | 136.34 |
| 2024-06-30 | $5.0M | 37k | 136.85 |
| 2024-03-31 | $5.8M | 39k | 148.63 |
| 2023-12-31 | $6.3M | 40k | 157.23 |
| 2023-09-30 | $6.4M | 41k | 155.87 |
| 2023-06-30 | $7.0M | 39k | 179.25 |
| 2023-03-31 | $6.6M | 34k | 193.99 |
| 2022-12-31 | $6.7M | 39k | 173.84 |
| 2022-09-30 | $3.3M | 21k | 161.54 |
| 2022-06-30 | $4.9M | 27k | 182.54 |
| 2022-03-31 | $5.0M | 23k | 214.44 |
| 2021-12-31 | $2.9M | 14k | 214.32 |
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