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United Parcel Service shares owned by Daner Wealth Management

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

Historical chart of Daner Wealth Management investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Daner 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 Daner Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $320k 3.7k 86.42
2025-06-30 $1.0M 11k 87.43

More positions owned by Daner Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Invesco Actively Managed Exc Total Return (GTO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Daner 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