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United Parcel Service shares owned by Englebert Financial Advisers

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Englebert Financial Advisers from 13F filings

Historical chart of Englebert Financial Advisers investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Englebert Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Englebert Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $664k 6.7k 99.19

More positions owned by Englebert Financial Advisers

Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Janus Detroit Str Tr Henderson Securi (JSI)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Draftkings Com Cl A (DKNG)
Broadcom (AVGO)
Capital Group Core Balanced SHS (CGBL)
Vanguard World Extended Dur (EDV)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Value Etf (VTV)

View all positions for Englebert Financial Advisers

Top funds holding United Parcel Service

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

View all funds holding United Parcel Service