United Parcel Service shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $927k | 8.6k | 107.50 |
| 2025-06-30 | $447k | 4.4k | 100.94 |
| 2025-03-31 | $1.4M | 13k | 109.99 |
| 2024-12-31 | $1.6M | 12k | 126.10 |
| 2024-09-30 | $1.7M | 12k | 136.34 |
| 2024-06-30 | $465k | 3.4k | 136.85 |
| 2024-03-31 | $516k | 3.5k | 148.63 |
| 2023-12-31 | $652k | 4.1k | 157.23 |
| 2023-09-30 | $769k | 4.9k | 155.87 |
| 2023-06-30 | $992k | 5.5k | 179.25 |
| 2023-03-31 | $1.0M | 5.2k | 193.99 |
| 2022-12-31 | $923k | 5.3k | 173.84 |
| 2022-09-30 | $854k | 5.3k | 161.47 |
| 2022-06-30 | $965k | 5.3k | 182.45 |
| 2022-03-31 | $5.5M | 26k | 214.46 |
| 2021-12-31 | $8.3M | 39k | 214.34 |
| 2021-09-30 | $7.2M | 39k | 182.09 |
| 2021-06-30 | $7.6M | 37k | 207.96 |
| 2021-03-31 | $6.3M | 37k | 169.99 |
| 2020-12-31 | $5.3M | 31k | 168.38 |
| 2020-09-30 | $4.5M | 27k | 166.61 |
| 2020-06-30 | $3.0M | 27k | 111.15 |
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