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United Parcel Service shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $446k 5.3k 83.53
2025-06-30 $428k 4.2k 100.94
2025-03-31 $474k 4.3k 109.99
2024-12-31 $543k 4.3k 126.10
2024-09-30 $301k 2.2k 136.34

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Wisdomtree Tr Floatng Rat Trea (USFR)
Global X Fds Us Pfd Etf (PFFD)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)

View all positions for Collaborative Wealth Managment

Top funds holding United Parcel Service

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

View all funds holding United Parcel Service