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United Parcel Service shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $859k 5.8k 148.65
2023-12-31 $1.3M 8.1k 157.23
2023-09-30 $595k 3.8k 155.87

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View all positions for Kingswood Wealth Advisors

Top funds holding United Parcel Service

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Charles Schwab Investment Management
Wellington Management Company
Geode Capital Management
Bank of America Corporation
FMR
Ameriprise Financial
Franklin Resources
Goldman Sachs Group
Northern Trust
Wells Fargo & Company
Morgan Stanley
UBS Group

View all funds holding United Parcel Service