One Wealth Advisors »

United Parcel Service shares owned by One Wealth Advisors

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

Historical chart of One Wealth Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in United Parcel Service by One Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $268k 3.2k 83.53
2022-12-31 $49k 279 173.75
2019-03-31 $4.0k 39 102.56

More positions owned by One Wealth Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Core Msci Emkt (IEMG)

View all positions for One Wealth Advisors

Top funds holding United Parcel Service

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

View all funds holding United Parcel Service