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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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View all positions for Icon Wealth Advisors

Top funds holding United Parcel Service

Vanguard Group
BlackRock
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
Amundi
Citadel Advisors
Morgan Stanley
Northern Trust

View all funds holding United Parcel Service