United Parcel Service shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $263k | 2.6k | 100.94 |
| 2024-12-31 | $786k | 6.2k | 126.11 |
| 2024-09-30 | $648k | 4.8k | 136.33 |
| 2024-06-30 | $479k | 3.5k | 136.86 |
| 2023-06-30 | $288k | 1.6k | 179.27 |
| 2023-03-31 | $311k | 1.6k | 194.01 |
| 2022-12-31 | $279k | 1.6k | 173.86 |