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United Parcel Service shares owned by Aegis Wealth Management

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

Historical chart of Aegis Wealth Management investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Aegis Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $245k 2.9k 83.53
2025-06-30 $306k 2.8k 109.99
2025-03-31 $306k 2.8k 109.99
2024-12-31 $352k 2.8k 126.10

More positions owned by Aegis Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Short Treas Bd (SHV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)

View all positions for Aegis Wealth Management

Top funds holding United Parcel Service

Vanguard Group
BlackRock
State Street Corporation
Charles Schwab Investment Management
FMR
Geode Capital Management
Susquehanna International
Morgan Stanley
UBS Group
Citadel Advisors
Victory Capital Management
Northern Trust
Invesco
Jane Street
Goldman Sachs Group

View all funds holding United Parcel Service