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United Parcel Service shares owned by Aaron Wealth Advisors

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

Historical chart of Aaron Wealth Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Aaron 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 Aaron Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $320k 2.5k 126.10
2024-09-30 $281k 2.1k 136.34
2022-03-31 $491k 105k 4.66

More positions owned by Aaron Wealth Advisors

Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Amgen (AMGN)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Freeport-mcmoran CL B (FCX)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Aaron Wealth Advisors

Top funds holding United Parcel Service

Vanguard Group
BlackRock
State Street Corporation
Charles Schwab Investment Management
Jpmorgan Chase & Co
Geode Capital Management
Wellington Management Company
Franklin Resources
FMR
Bank of America Corporation
Amundi
Norges Bank Investment Management
UBS Group
Morgan Stanley
Goldman Sachs Group

View all funds holding United Parcel Service