United Parcel Service shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $403k | 4.8k | 83.53 |
| 2025-06-30 | $626k | 6.2k | 100.94 |
| 2024-12-31 | $1.1M | 8.4k | 125.82 |
| 2024-09-30 | $1.5M | 11k | 135.77 |
| 2024-06-30 | $1.7M | 12k | 136.85 |
| 2024-03-31 | $2.0M | 13k | 148.63 |
| 2023-12-31 | $2.1M | 14k | 157.23 |
| 2023-09-30 | $1.8M | 11k | 155.88 |
| 2023-06-30 | $2.4M | 13k | 179.25 |
| 2023-03-31 | $2.9M | 15k | 193.99 |
| 2022-12-31 | $2.5M | 14k | 173.84 |
| 2022-09-30 | $2.2M | 14k | 162.16 |
| 2022-06-30 | $2.7M | 15k | 182.56 |
| 2022-03-31 | $2.9M | 13k | 214.46 |
| 2021-12-31 | $2.7M | 13k | 214.36 |
| 2021-09-30 | $2.2M | 12k | 182.03 |
| 2021-06-30 | $2.5M | 12k | 207.97 |
| 2021-03-31 | $1.7M | 10k | 170.04 |
| 2020-12-31 | $2.1M | 12k | 167.77 |
| 2020-09-30 | $1.9M | 11k | 166.62 |
| 2020-06-30 | $1.1M | 10k | 110.54 |
| 2020-03-31 | $1.1M | 12k | 93.42 |
| 2019-12-31 | $1.8M | 15k | 121.21 |
| 2019-09-30 | $1.9M | 15k | 121.21 |
| 2019-06-30 | $1.5M | 15k | 103.30 |
| 2019-03-31 | $1.6M | 15k | 111.75 |
| 2018-12-31 | $1.3M | 14k | 97.54 |
| 2018-09-30 | $1.8M | 15k | 116.76 |
| 2018-06-30 | $1.5M | 14k | 106.24 |
| 2018-03-31 | $1.3M | 13k | 104.66 |
| 2017-12-31 | $1.7M | 14k | 119.14 |
| 2017-09-30 | $1.7M | 14k | 125.00 |
| 2017-06-30 | $1.5M | 13k | 112.50 |
| 2017-03-31 | $1.3M | 11k | 112.50 |
| 2016-12-31 | $1.4M | 12k | 112.50 |
| 2016-09-30 | $1.3M | 12k | 112.50 |
| 2016-06-30 | $1.2M | 11k | 112.50 |
| 2016-03-31 | $1.0M | 10k | 100.00 |
| 2015-12-31 | $1.0M | 11k | 96.26 |
| 2015-09-30 | $986k | 11k | 92.31 |
| 2015-06-30 | $970k | 10k | 96.89 |
| 2015-03-31 | $962k | 9.9k | 96.99 |
| 2014-12-31 | $1.1M | 10k | 111.21 |
| 2014-09-30 | $948k | 9.6k | 98.31 |
| 2014-06-30 | $991k | 9.7k | 102.67 |
| 2014-03-31 | $1.0M | 10k | 97.40 |
| 2013-12-31 | $1.1M | 11k | 105.06 |
| 2013-09-30 | $935k | 10k | 91.34 |
| 2013-06-30 | $866k | 10k | 86.50 |
| 2013-03-31 | $838k | 9.8k | 85.92 |
| 2012-12-31 | $691k | 9.4k | 73.74 |
| 2012-09-30 | $648k | 9.1k | 71.59 |
| 2012-06-30 | $736k | 9.3k | 78.74 |
| 2012-03-31 | $825k | 10k | 80.49 |
| 2011-12-31 | $615k | 8.4k | 73.17 |
| 2011-09-30 | $554k | 8.8k | 63.18 |
| 2011-06-30 | $785k | 11k | 72.94 |
| 2011-03-31 | $745k | 9.9k | 75.00 |