United Parcel Service shares owned by Legacy Capital Wealth Partners
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Legacy Capital Wealth Partners
from 13F filings
Historical chart of Legacy Capital Wealth Partners investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in United Parcel Service by Legacy Capital Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $487k | 5.8k | 83.53 |
| 2025-06-30 | $685k | 6.8k | 100.94 |
| 2025-03-31 | $855k | 7.8k | 109.99 |
| 2024-12-31 | $573k | 4.5k | 126.09 |
| 2024-09-30 | $868k | 6.4k | 136.34 |
| 2024-06-30 | $769k | 5.6k | 136.85 |
| 2024-03-31 | $1.0M | 5.1k | 195.21 |
| 2023-09-30 | $1.2M | 8.0k | 155.87 |
| 2023-03-31 | $1.4M | 7.4k | 193.98 |
| 2021-03-31 | $397k | 2.3k | 170.09 |
| 2020-12-31 | $361k | 2.1k | 168.38 |
More positions owned by Legacy Capital Wealth Partners
View all positions for Legacy Capital Wealth Partners