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United Parcel Service shares owned by Investment Planning Advisors

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Investment Planning Advisors from 13F filings

Historical chart of Investment Planning Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $268k 2.7k 99.20
2025-06-30 $217k 2.2k 100.94

More positions owned by Investment Planning Advisors

Spdr Series Trust State Street Spd (SPLG)
Vanguard World Mega Cap Index (MGC)
Ea Series Trust Freedom 100 Em (FRDM)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)

View all positions for Investment Planning Advisors

Top funds holding United Parcel Service

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

View all funds holding United Parcel Service