United Parcel Service shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9M | 95k | 83.54 |
| 2025-06-30 | $1.5M | 13k | 114.65 |
| 2025-03-31 | $1.3M | 12k | 109.99 |
| 2024-12-31 | $2.5M | 20k | 126.10 |
| 2024-09-30 | $454k | 3.3k | 136.35 |
| 2024-06-30 | $464k | 3.4k | 136.84 |
| 2024-03-31 | $220k | 1.5k | 148.65 |
| 2023-12-31 | $230k | 1.5k | 157.23 |
| 2023-09-30 | $210k | 1.3k | 155.88 |
| 2023-06-30 | $246k | 1.4k | 179.26 |
| 2023-03-31 | $357k | 1.8k | 193.98 |
| 2022-12-31 | $336k | 1.9k | 173.88 |
| 2022-09-30 | $335k | 2.1k | 161.29 |
| 2022-06-30 | $475k | 2.6k | 182.34 |
| 2022-03-31 | $542k | 2.5k | 214.48 |
| 2021-12-31 | $519k | 2.4k | 214.20 |
| 2021-09-30 | $360k | 2.0k | 182.19 |
| 2021-06-30 | $386k | 1.9k | 207.97 |
| 2020-12-31 | $199k | 1.2k | 168.22 |
| 2020-09-30 | $193k | 1.2k | 166.81 |
| 2020-06-30 | $121k | 1.1k | 111.11 |
| 2020-03-31 | $102k | 1.1k | 93.66 |
| 2019-12-31 | $145k | 1.2k | 117.03 |
| 2019-09-30 | $148k | 1.2k | 119.45 |
| 2019-06-30 | $128k | 1.2k | 103.31 |
| 2018-12-31 | $65k | 665 | 97.74 |
| 2018-09-30 | $89k | 765 | 116.34 |
| 2018-06-30 | $96k | 912 | 105.26 |
| 2018-03-31 | $92k | 884 | 104.07 |
| 2017-12-31 | $111k | 933 | 118.97 |
| 2017-09-30 | $112k | 932 | 120.17 |
| 2017-06-30 | $109k | 985 | 110.66 |
| 2017-03-31 | $106k | 989 | 107.18 |
| 2016-12-31 | $125k | 1.1k | 115.00 |