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United Parcel Service shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 14k 136.34
2024-03-31 $2.9M 19k 148.63
2023-12-31 $3.0M 19k 157.23
2022-12-31 $5.7M 33k 173.84
2022-09-30 $5.2M 32k 161.54

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Top funds holding United Parcel Service

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Geode Capital Management
International Assets Investment Management
Bank of America Corporation
Goldman Sachs Group
Franklin Resources
Morgan Stanley
Bank of New York Mellon
Wells Fargo & Company
Invesco
Citadel Advisors

View all funds holding United Parcel Service