United Parcel Service shares owned by Morris Retirement Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Morris Retirement Advisors
from 13F filings
Historical chart of Morris Retirement Advisors investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Morris Retirement Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in United Parcel Service by Morris Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $344k | 4.1k | 83.52 |
| 2025-06-30 | $341k | 3.4k | 100.94 |
| 2025-03-31 | $265k | 2.4k | 109.99 |
| 2024-12-31 | $427k | 3.4k | 126.10 |
| 2024-09-30 | $619k | 4.5k | 136.33 |
| 2024-06-30 | $573k | 4.2k | 136.86 |
| 2024-03-31 | $517k | 3.5k | 148.63 |
| 2023-12-31 | $618k | 3.9k | 157.24 |
| 2023-09-30 | $542k | 3.5k | 155.86 |
| 2023-06-30 | $624k | 3.5k | 179.23 |
| 2023-03-31 | $674k | 3.5k | 193.97 |
| 2022-12-31 | $604k | 3.5k | 173.83 |
| 2022-09-30 | $555k | 3.5k | 159.71 |
| 2022-06-30 | $634k | 3.5k | 182.50 |
| 2022-03-31 | $745k | 3.5k | 214.51 |
| 2021-12-31 | $782k | 3.6k | 214.42 |
| 2021-09-30 | $664k | 3.6k | 182.07 |
| 2021-06-30 | $758k | 3.6k | 207.90 |
| 2021-03-31 | $620k | 3.6k | 170.05 |
| 2020-12-31 | $974k | 5.8k | 168.48 |
More positions owned by Morris Retirement Advisors
View all positions for Morris Retirement Advisors