UNITED PARCEL SERVICE INC

Ticker: UPS CUSIP: 911312106 Class: CL B

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 82,264 Value ($000) $8,160 Avg Close $92.75 Range $80.60 - $102.89

Q3 2025

Shares 75,948 Value ($000) $6,344 Avg Close $88.13 Range $80.60 - $102.70

Q2 2025

Shares 82,266 Value ($000) $8,304 Avg Close $94.10 Range $85.94 - $104.87

Q1 2025

Shares 76,915 Value ($000) $8,460 Avg Close $112.66 Range $102.36 - $128.18

Q4 2024

Shares 75,323 Value ($000) $9,498 Avg Close $122.34 Range $114.16 - $134.03

Q3 2024

Shares 78,493 Value ($000) $10,702 Avg Close $120.53 Range $112.37 - $135.22

Q2 2024

Shares 80,262 Value ($000) $10,984 Avg Close $129.99 Range $121.30 - $140.02

Q1 2024

Shares 33,792 Value ($000) $5,022 Avg Close $136.41 Range $123.99 - $144.14

Q4 2023

Shares 41,784 Value ($000) $6,570 Avg Close $134.26 Range $117.95 - $146.23

Q3 2023

Shares 82,538 Value ($000) $12,865 Avg Close $151.64 Range $132.82 - $168.74

Q2 2023

Shares 82,440 Value ($000) $14,777 Avg Close $154.55 Range $145.28 - $171.31

Q1 2023

Shares 85,924 Value ($000) $16,668 Avg Close $158.15 Range $148.80 - $168.12

Q4 2022

Shares 145,823 Value ($000) $25,350 Avg Close $148.03 Range $131.72 - $164.49

Q3 2022

Shares 181,953 Value ($000) $29,393 Avg Close $160.50 Range $136.18 - $178.09

Q2 2022

Shares 193,883 Value ($000) $35,391 Avg Close $153.35 Range $139.58 - $180.14

Q1 2022

Shares 185,671 Value ($000) $39,819 Avg Close $177.17 Range $160.17 - $194.22

Q4 2021

Shares 188,832 Value ($000) $40,474 Avg Close $168.57 Range $146.47 - $182.12

Q3 2021

Shares 210,149 Value ($000) $38,268 Avg Close $162.74 Range $150.50 - $176.79

Q2 2021

Shares 207,548 Value ($000) $43,164 Avg Close $164.16 Range $138.21 - $179.76

Q1 2021

Shares 152,264 Value ($000) $25,883 Avg Close $131.98 Range $125.90 - $139.99

Q4 2020

Shares 159,974 Value ($000) $26,940 Avg Close $136.91 Range $125.53 - $143.93

Q3 2020

Shares 166,047 Value ($000) $27,668 Avg Close $117.34 Range $90.83 - $139.06

Q2 2020

Shares 174,110 Value ($000) $19,358 Avg Close $79.74 Range $70.25 - $90.00

Q1 2020

Shares 176,277 Value ($000) $16,468 Avg Close $81.89 Range $65.20 - $93.88

Q4 2019

Shares 177,539 Value ($000) $20,783 Avg Close $92.83 Range $87.32 - $97.89

Q3 2019

Shares 170,560 Value ($000) $20,436 Avg Close $88.95 Range $78.36 - $96.58

Q2 2019

Shares 151,420 Value ($000) $15,637 Avg Close $80.15 Range $71.77 - $88.26

Q1 2019

Shares 151,332 Value ($000) $16,910 Avg Close $80.97 Range $71.64 - $86.63

Q4 2018

Shares 179,191 Value ($000) $17,477 Avg Close $82.08 Range $68.37 - $89.93

Q3 2018

Shares 180,444 Value ($000) $21,067 Avg Close $88.44 Range $78.57 - $94.36

Q2 2018

Shares 179,480 Value ($000) $19,066 Avg Close $83.75 Range $76.07 - $89.22

Q1 2018

Shares 177,771 Value ($000) $18,605 Avg Close $85.46 Range $75.36 - $99.83

Q4 2017

Shares 184,365 Value ($000) $21,949 Avg Close $86.27 Range $81.68 - $92.19

Q3 2017

Shares 189,477 Value ($000) $22,754 Avg Close $82.86 Range $77.64 - $88.05

Q2 2017

Shares 178,672 Value ($000) $19,759 Avg Close $77.32 Range $74.11 - $80.96

Q1 2017

Shares 177,753 Value ($000) $19,073 Avg Close $78.36 Range $73.76 - $84.45

Q4 2016

Shares 186,354 Value ($000) $21,364 Avg Close $80.28 Range $75.12 - $86.06

Q3 2016

Shares 195,339 Value ($000) $21,362 Avg Close $77.25 Range $74.66 - $78.79

Q2 2016

Shares 199,269 Value ($000) $21,521 Avg Close $73.08 Range $70.37 - $75.91

Q1 2016

Shares 213,591 Value ($000) $22,527 Avg Close $67.69 Range $60.56 - $74.54

Q4 2015

Shares 234,610 Value ($000) $22,577 Avg Close $70.63 Range $66.47 - $73.93

Q3 2015

Shares 249,865 Value ($000) $24,659 Avg Close $67.80 Range $64.39 - $71.18

Q2 2015

Shares 259,236 Value ($000) $25,123 Avg Close $67.72 Range $64.42 - $70.34

Q1 2015

Shares 250,058 Value ($000) $25,138 Avg Close $69.40 Range $65.39 - $77.12

Q4 2014

Shares 190,037 Value ($000) $21,126 Avg Close $70.93 Range $63.01 - $76.24

Q3 2014

Shares 181,785 Value ($000) $17,868 Avg Close $66.34 Range $63.12 - $69.92

Q2 2014

Shares 177,599 Value ($000) $18,232 Avg Close $66.59 Range $63.08 - $69.39

Q1 2014

Shares 180,484 Value ($000) $17,576 Avg Close $64.17 Range $61.16 - $68.85

Q4 2013

Shares 155,415 Value ($000) $16,331 Avg Close $64.45 Range $57.69 - $69.15

Q3 2013

Shares 26,573 Value ($000) $2,428 Avg Close $57.13 Range $55.21 - $60.08

Q2 2013

Shares 192,339 Value ($000) $16,633 Avg Close $55.38 Range $52.70 - $57.99

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	82,264	$8,160	$92.75	$80.60 - $102.89
Q3 2025	75,948	$6,344	$88.13	$80.60 - $102.70
Q2 2025	82,266	$8,304	$94.10	$85.94 - $104.87
Q1 2025	76,915	$8,460	$112.66	$102.36 - $128.18
Q4 2024	75,323	$9,498	$122.34	$114.16 - $134.03
Q3 2024	78,493	$10,702	$120.53	$112.37 - $135.22
Q2 2024	80,262	$10,984	$129.99	$121.30 - $140.02
Q1 2024	33,792	$5,022	$136.41	$123.99 - $144.14
Q4 2023	41,784	$6,570	$134.26	$117.95 - $146.23
Q3 2023	82,538	$12,865	$151.64	$132.82 - $168.74
Q2 2023	82,440	$14,777	$154.55	$145.28 - $171.31
Q1 2023	85,924	$16,668	$158.15	$148.80 - $168.12
Q4 2022	145,823	$25,350	$148.03	$131.72 - $164.49
Q3 2022	181,953	$29,393	$160.50	$136.18 - $178.09
Q2 2022	193,883	$35,391	$153.35	$139.58 - $180.14
Q1 2022	185,671	$39,819	$177.17	$160.17 - $194.22
Q4 2021	188,832	$40,474	$168.57	$146.47 - $182.12
Q3 2021	210,149	$38,268	$162.74	$150.50 - $176.79
Q2 2021	207,548	$43,164	$164.16	$138.21 - $179.76
Q1 2021	152,264	$25,883	$131.98	$125.90 - $139.99
Q4 2020	159,974	$26,940	$136.91	$125.53 - $143.93
Q3 2020	166,047	$27,668	$117.34	$90.83 - $139.06
Q2 2020	174,110	$19,358	$79.74	$70.25 - $90.00
Q1 2020	176,277	$16,468	$81.89	$65.20 - $93.88
Q4 2019	177,539	$20,783	$92.83	$87.32 - $97.89
Q3 2019	170,560	$20,436	$88.95	$78.36 - $96.58
Q2 2019	151,420	$15,637	$80.15	$71.77 - $88.26
Q1 2019	151,332	$16,910	$80.97	$71.64 - $86.63
Q4 2018	179,191	$17,477	$82.08	$68.37 - $89.93
Q3 2018	180,444	$21,067	$88.44	$78.57 - $94.36
Q2 2018	179,480	$19,066	$83.75	$76.07 - $89.22
Q1 2018	177,771	$18,605	$85.46	$75.36 - $99.83
Q4 2017	184,365	$21,949	$86.27	$81.68 - $92.19
Q3 2017	189,477	$22,754	$82.86	$77.64 - $88.05
Q2 2017	178,672	$19,759	$77.32	$74.11 - $80.96
Q1 2017	177,753	$19,073	$78.36	$73.76 - $84.45
Q4 2016	186,354	$21,364	$80.28	$75.12 - $86.06
Q3 2016	195,339	$21,362	$77.25	$74.66 - $78.79
Q2 2016	199,269	$21,521	$73.08	$70.37 - $75.91
Q1 2016	213,591	$22,527	$67.69	$60.56 - $74.54
Q4 2015	234,610	$22,577	$70.63	$66.47 - $73.93
Q3 2015	249,865	$24,659	$67.80	$64.39 - $71.18
Q2 2015	259,236	$25,123	$67.72	$64.42 - $70.34
Q1 2015	250,058	$25,138	$69.40	$65.39 - $77.12
Q4 2014	190,037	$21,126	$70.93	$63.01 - $76.24
Q3 2014	181,785	$17,868	$66.34	$63.12 - $69.92
Q2 2014	177,599	$18,232	$66.59	$63.08 - $69.39
Q1 2014	180,484	$17,576	$64.17	$61.16 - $68.85
Q4 2013	155,415	$16,331	$64.45	$57.69 - $69.15
Q3 2013	26,573	$2,428	$57.13	$55.21 - $60.08
Q2 2013	192,339	$16,633	$55.38	$52.70 - $57.99