United Parcel Service shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 22k | 83.53 |
| 2025-06-30 | $1.8M | 18k | 100.94 |
| 2025-03-31 | $2.0M | 18k | 109.97 |
| 2024-12-31 | $2.2M | 17k | 126.10 |
| 2024-09-30 | $725k | 5.3k | 136.22 |
| 2024-06-30 | $790k | 5.8k | 136.86 |
| 2024-03-31 | $859k | 5.8k | 148.65 |
| 2023-12-31 | $1.3M | 8.1k | 157.23 |
| 2023-09-30 | $595k | 3.8k | 155.87 |