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United Parcel Service shares owned by Austin Private Wealth

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

Historical chart of Austin Private Wealth investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Austin Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $233k 1.5k 152.28

More positions owned by Austin Private Wealth

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Austin Private Wealth

Top funds holding United Parcel Service

Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Charles Schwab Investment Management
Bank of America Corporation
Franklin Resources
Goldman Sachs Group
Viking Global Investors
Norges Bank Investment Management
Wells Fargo & Company
Citadel Advisors
Bank of New York Mellon
Susquehanna International
ClearBridge Advisors
Legal & General Group

View all funds holding United Parcel Service