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United Parcel Service shares owned by Heritage Oak Wealth Advisors

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

Historical chart of Heritage Oak Wealth Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $384k 2.8k 136.85

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View all positions for Heritage Oak Wealth Advisors

Top funds holding United Parcel Service

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Wellington Management Company
Geode Capital Management
Bank of America Corporation
Franklin Resources
FMR
Goldman Sachs Group
Ameriprise Financial
Northern Trust
Morgan Stanley
UBS Group

View all funds holding United Parcel Service