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United Parcel Service shares owned by Archetype Wealth Partners

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

Historical chart of Archetype Wealth Partners investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $154k 1.6k 98.47
2024-03-31 $312k 2.1k 148.57

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Total Bond Market Etf Etf (BND)
State Street Spdr S&p 500 Etf Etf (SPY)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Gold Trust Etf (IAU)
Spdr Gold Shares Etf (GLD)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard International High Dividend Yield Etf Etf (VYMI)
State Street Utilities Select Sector Spdr Etf Etf (XLU)

View all positions for Archetype Wealth Partners

Top funds holding United Parcel Service

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Charles Schwab Investment Management
Geode Capital Management
Victory Capital Management
Vanguard Portfolio Management
Morgan Stanley
Bank of America Corporation
Susquehanna International
Goldman Sachs Group
UBS Group
Northern Trust

View all funds holding United Parcel Service