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Long Run Wealth Advisors »

United Parcel Service shares owned by Long Run Wealth Advisors

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

Historical chart of Long Run Wealth Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Long Run 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 Long Run Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.6M	19k	83.53
2025-06-30	$1.5M	15k	100.94
2025-03-31	$1.4M	12k	109.99

More positions owned by Long Run Wealth Advisors

Ishares Tr Usd Inv Grde Etf (USIG)

First Tr Exchange-traded Core Investment (FTCB)

Ishares Tr Core Msci Eafe (IEFA)

Select Sector Spdr Tr Technology (XLK)

Vanguard Whitehall Fds High Div Yld (VYM)

Ishares Tr Eafe Value Etf (EFV)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Ishares Core Msci Emkt (IEMG)

Select Sector Spdr Tr Financial (XLF)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

Spdr Series Trust Bloomberg 3-12 M (BILS)

Select Sector Spdr Tr Indl (XLI)

Ishares Tr Core S&p Scp Etf (IJR)

NVIDIA Corporation (NVDA)

Select Sector Spdr Tr Communication (XLC)

View all positions for Long Run Wealth Advisors

Top funds holding United Parcel Service

State Street Corporation

Charles Schwab Investment Management

Geode Capital Management

Susquehanna International

Citadel Advisors

Victory Capital Management

Goldman Sachs Group

View all funds holding United Parcel Service

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