United Parcel Service shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.6M | 37k | 98.38 |
| 2025-12-31 | $355k | 3.6k | 99.19 |
| 2025-06-30 | $109k | 1.1k | 100.96 |
| 2024-06-30 | $480k | 3.5k | 136.86 |
| 2024-03-31 | $533k | 3.6k | 148.64 |
| 2023-09-30 | $946k | 6.1k | 155.87 |
| 2023-06-30 | $1.1M | 6.1k | 179.26 |
| 2023-03-31 | $1.2M | 6.0k | 194.00 |
| 2022-12-31 | $1.0M | 6.0k | 173.85 |
| 2022-09-30 | $1.3M | 7.8k | 161.53 |
| 2022-06-30 | $1.4M | 7.9k | 182.55 |
| 2022-03-31 | $1.7M | 7.8k | 214.45 |
| 2021-12-31 | $1.7M | 7.9k | 214.29 |
| 2021-09-30 | $1.4M | 7.8k | 182.11 |
| 2021-06-30 | $1.4M | 6.8k | 207.96 |
| 2021-03-31 | $1.2M | 6.8k | 169.99 |
| 2020-12-31 | $1.1M | 6.4k | 168.44 |
| 2020-09-30 | $1.0M | 6.2k | 166.61 |
| 2020-06-30 | $717k | 6.4k | 111.23 |
| 2020-03-31 | $651k | 7.0k | 93.41 |
| 2019-12-31 | $786k | 7.6k | 103.56 |
| 2019-09-30 | $841k | 6.8k | 123.03 |
| 2019-06-30 | $724k | 6.3k | 115.42 |
| 2019-03-31 | $680k | 6.1k | 111.66 |
| 2018-12-31 | $756k | 6.9k | 108.93 |
| 2018-09-30 | $574k | 5.2k | 111.22 |
| 2018-06-30 | $536k | 5.0k | 106.31 |
| 2018-03-31 | $533k | 5.1k | 104.72 |
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