United Parcel Service shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $211k | 2.5k | 85.57 |
| 2025-06-30 | $265k | 2.6k | 100.94 |
| 2025-03-31 | $289k | 2.6k | 109.99 |
| 2024-12-31 | $332k | 2.6k | 126.10 |
| 2024-09-30 | $358k | 2.6k | 136.34 |
| 2024-06-30 | $360k | 2.6k | 136.85 |
| 2024-03-31 | $398k | 2.7k | 148.63 |
| 2023-12-31 | $493k | 3.1k | 157.23 |
| 2023-09-30 | $207k | 1.3k | 155.87 |
| 2022-03-31 | $209k | 974 | 214.58 |
| 2021-12-31 | $213k | 994 | 214.29 |
| 2021-06-30 | $222k | 1.1k | 208.26 |
| 2020-12-31 | $235k | 1.4k | 168.70 |
| 2020-09-30 | $232k | 1.4k | 166.55 |