EP Wealth Advisors, LLC's ownership history for UPS


EP Wealth Advisors, LLC currently holds 33.1K shares with a market value of $3.3M. It started holding UPS on 2024-09-30. At its peak, it held 34.8K shares on 2025-06-30. Its highest holding value was $4.4M on 2024-09-30. At its lowest, it held 30.2K shares on 2024-12-31, with a value of $3.1M on 2025-12-31. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 1.7K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 2.9K.


EP Wealth Advisors, LLC's ownership history for UPS