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
Download as csv
Download as Excel
Quarterly reported holdings in United Parcel Service by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $688k | 8.2k | 83.53 |
| 2025-06-30 | $779k | 7.7k | 100.95 |
| 2025-03-31 | $898k | 8.2k | 109.99 |
| 2024-12-31 | $1.7M | 13k | 126.10 |
| 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 |