United Parcel Service shares owned by Moss Adams Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Moss Adams Wealth Advisors
from 13F filings
Historical chart of Moss Adams Wealth Advisors investment in United Parcel Service
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All positions including United Parcel Service held by Moss Adams Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in United Parcel Service by Moss Adams Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 24k | 83.53 |
| 2025-06-30 | $2.6M | 26k | 100.94 |
| 2025-03-31 | $2.7M | 25k | 109.99 |
| 2024-12-31 | $3.1M | 25k | 126.10 |
| 2024-09-30 | $3.3M | 24k | 136.34 |
| 2024-06-30 | $3.3M | 24k | 136.85 |
| 2024-03-31 | $3.6M | 24k | 148.63 |
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