Portus Wealth Advisors »

United Parcel Service shares owned by Portus Wealth Advisors

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

Historical chart of Portus Wealth Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Portus 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 Portus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.5k 25 98.40

More positions owned by Portus Wealth Advisors

Ishares Tr Msci Acwi Etf (ACWI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Index Shs Fds State Street Spd (CWI)
Vanguard Index Fds Value Etf (VTV)
Tidal Trust I Fundstrat Granny (GRNY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Caterpillar (CAT)
Lam Research Corp Com New (LRCX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)

View all positions for Portus Wealth Advisors

Top funds holding United Parcel Service

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Charles Schwab Investment Management
Geode Capital Management
Victory Capital Management
Vanguard Portfolio Management
Morgan Stanley
Bank of America Corporation
Susquehanna International
Goldman Sachs Group
UBS Group
Northern Trust

View all funds holding United Parcel Service