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United Parcel Service shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $158k 1.0k 157.23
2022-06-30 $203k 1.1k 182.88
2022-03-31 $238k 1.1k 214.41
2021-12-31 $216k 1.0k 214.50
2021-06-30 $209k 1.0k 207.55
2020-09-30 $168k 1.0k 166.83

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Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Schwab Strategic Tr Us Tips Etf (SCHP)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Russell 2000 Etf (IWM)
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Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Pacific Capital Wealth Advisors

Top funds holding United Parcel Service

Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Charles Schwab Investment Management
Bank of America Corporation
Franklin Resources
Goldman Sachs Group
Viking Global Investors
Norges Bank Investment Management
Wells Fargo & Company
Citadel Advisors
Bank of New York Mellon
ClearBridge Advisors
Legal & General Group
UBS Group

View all funds holding United Parcel Service