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United Parcel Service shares owned by BIP Wealth

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

Historical chart of BIP Wealth investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by BIP Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $255k 3.1k 83.53
2025-06-30 $281k 2.8k 100.94
2025-03-31 $306k 2.8k 110.00
2024-12-31 $366k 2.9k 126.10

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Wisdomtree Floating Rate Uit (USFR)
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Vanguard Total Stock Market ETF (VTI)
Vanguard S&p 500 Etf idx (VOO)
Ishares Tr trs flt rt bd (TFLO)
Vanguard Value ETF (VTV)
iShares MSCI EAFE Index Fund (EFA)
Vanguard Ftse All World Uit (VEU)
Vanguard Total World Stock Idx (VT)
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)
Vanguard Europe Pacific ETF (VEA)
Vanguard Muni Bnd Tax Uit (VTEB)
SPDR DJ Wilshire Large Cap Value (SPYV)
Vanguard Ftse Emerging Uit (VWO)
Vanguard Total Bond Uit (BND)

View all positions for BIP Wealth

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