United Parcel Service shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in United Parcel Service by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $90k | 1.1k | 83.52 |
| 2025-06-30 | $113k | 1.1k | 100.92 |
| 2024-12-31 | $324k | 2.8k | 115.52 |
| 2024-09-30 | $561k | 4.1k | 136.34 |
| 2024-06-30 | $5.5M | 41k | 136.85 |
| 2024-03-31 | $3.9M | 26k | 148.63 |
| 2023-12-31 | $454k | 2.9k | 157.23 |
| 2023-09-30 | $440k | 2.8k | 155.85 |
| 2023-06-30 | $504k | 2.8k | 179.24 |
| 2023-03-31 | $577k | 3.0k | 193.97 |
| 2022-12-31 | $551k | 3.2k | 173.82 |
| 2022-09-30 | $488k | 3.0k | 161.52 |
| 2022-06-30 | $1.6M | 8.8k | 182.51 |
| 2022-03-31 | $1.7M | 8.1k | 214.44 |
| 2021-12-31 | $1.4M | 6.3k | 214.39 |
| 2021-09-30 | $1.1M | 6.0k | 182.08 |
| 2021-06-30 | $1.1M | 5.4k | 208.00 |
| 2021-03-31 | $1.3M | 7.4k | 169.99 |
| 2020-12-31 | $1.3M | 7.8k | 168.34 |
| 2020-09-30 | $1.3M | 8.0k | 166.63 |
| 2020-06-30 | $983k | 8.8k | 111.19 |
| 2019-09-30 | $147k | 1.2k | 119.80 |
| 2019-06-30 | $121k | 1.2k | 100.00 |
| 2019-03-31 | $162k | 1.6k | 100.00 |
| 2018-12-31 | $174k | 1.7k | 104.82 |
| 2018-09-30 | $206k | 1.8k | 116.78 |
| 2018-06-30 | $196k | 1.8k | 106.29 |
| 2018-03-31 | $651k | 6.2k | 104.61 |
| 2017-12-31 | $823k | 7.3k | 112.68 |