United Parcel Service shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by Transcend Wealth Collective consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in United Parcel Service by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.5M | 14k | 107.50 |
| 2026-03-31 | $553k | 5.6k | 98.38 |
| 2025-12-31 | $576k | 5.8k | 99.19 |
| 2025-09-30 | $275k | 3.3k | 83.54 |
| 2025-06-30 | $402k | 4.0k | 100.95 |
| 2025-03-31 | $531k | 4.8k | 109.98 |
| 2024-12-31 | $528k | 4.2k | 126.10 |
| 2024-09-30 | $669k | 4.9k | 136.36 |
| 2024-06-30 | $735k | 5.4k | 136.85 |
| 2024-03-31 | $807k | 5.4k | 148.63 |
| 2023-12-31 | $551k | 3.5k | 157.24 |
| 2023-09-30 | $591k | 3.8k | 155.86 |
| 2023-06-30 | $751k | 4.2k | 179.25 |
| 2023-03-31 | $2.3M | 12k | 194.00 |
| 2022-12-31 | $2.3M | 13k | 173.84 |
| 2022-09-30 | $2.0M | 13k | 161.57 |
| 2022-06-30 | $2.1M | 12k | 182.59 |
| 2022-03-31 | $2.5M | 12k | 214.42 |
| 2021-12-31 | $2.3M | 11k | 214.36 |
| 2021-09-30 | $2.2M | 9.9k | 218.12 |
| 2021-06-30 | $2.1M | 10k | 207.98 |
| 2021-03-31 | $1.6M | 9.5k | 169.82 |
| 2020-12-31 | $1.6M | 9.7k | 168.44 |
| 2020-09-30 | $281k | 1.7k | 166.57 |
| 2019-12-31 | $272k | 2.3k | 117.09 |
More positions owned by Transcend Wealth Collective
View all positions for Transcend Wealth Collective