UNITED PARCEL SERVICE INC

Ticker: UPS CUSIP: 911312106 Class: CL B

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 7,544 Value ($000) $748 Avg Close $92.75 Range $80.60 - $102.89
Q3 2025
Shares 3,353 Value ($000) $280 Avg Close $88.13 Range $80.60 - $102.70
Q2 2025
Shares 4,194 Value ($000) $423 Avg Close $94.10 Range $85.94 - $104.87
Q1 2025
Shares 4,129 Value ($000) $454 Avg Close $112.66 Range $102.36 - $128.18
Q4 2024
Shares 4,411 Value ($000) $556 Avg Close $122.34 Range $114.16 - $134.03
Q3 2024
Shares 4,698 Value ($000) $641 Avg Close $120.53 Range $112.37 - $135.22
Q2 2024
Shares 5,075 Value ($000) $695 Avg Close $129.99 Range $121.30 - $140.02
Q1 2024
Shares 5,167 Value ($000) $768 Avg Close $136.41 Range $123.99 - $144.14
Q4 2023
Shares 5,693 Value ($000) $895 Avg Close $134.26 Range $117.95 - $146.23
Q3 2023
Shares 4,910 Value ($000) $765 Avg Close $151.64 Range $132.82 - $168.74
Q2 2023
Shares 3,916 Value ($000) $702 Avg Close $154.55 Range $145.28 - $171.31
Q1 2023
Shares 4,004 Value ($000) $777 Avg Close $158.15 Range $148.80 - $168.12
Q4 2022
Shares 5,680 Value ($000) $987 Avg Close $148.03 Range $131.72 - $164.49
Q3 2022
Shares 4,287 Value ($000) $693 Avg Close $160.50 Range $136.18 - $178.09
Q2 2022
Shares 4,152 Value ($000) $758 Avg Close $153.35 Range $139.58 - $180.14
Q1 2022
Shares 2,438 Value ($000) $523 Avg Close $177.17 Range $160.17 - $194.22
Q4 2021
Shares 6,576 Value ($000) $1,409 Avg Close $168.57 Range $146.47 - $182.12
Q3 2021
Shares 7,372 Value ($000) $1,342 Avg Close $162.74 Range $150.50 - $176.79
Q2 2021
Shares 1,866 Value ($000) $388 Avg Close $164.16 Range $138.21 - $179.76
Q1 2021
Shares 12,809 Value ($000) $2,177 Avg Close $131.98 Range $125.90 - $139.99
Q4 2020
Shares 8,779 Value ($000) $1,478 Avg Close $136.91 Range $125.53 - $143.93
Q3 2020
Shares 4,730 Value ($000) $788 Avg Close $117.34 Range $90.83 - $139.06
Q2 2020
Shares 4,576 Value ($000) $509 Avg Close $79.74 Range $70.25 - $90.00
Q1 2020
Shares 11,130 Value ($000) $1,040 Avg Close $81.89 Range $65.20 - $93.88
Q4 2019
Shares 2,229 Value ($000) $261 Avg Close $92.83 Range $87.32 - $97.89
Q3 2019
Shares 1,694 Value ($000) $203 Avg Close $88.95 Range $78.36 - $96.58
Q4 2018
Shares 406 Value ($000) $40 Avg Close $82.08 Range $68.37 - $89.93