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United Parcel Service shares owned by Kaufman Rossin Wealth

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

Historical chart of Kaufman Rossin Wealth investment in United Parcel Service

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

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Quarterly reported holdings in United Parcel Service by Kaufman Rossin Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $290k 2.9k 99.20
2025-09-30 $203k 2.4k 83.54

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Ea Series Trust Ea Bridgeway Omn (BSVO)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for Kaufman Rossin Wealth

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