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United Parcel Service shares owned by Roehl & Yi Investment Advisors

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

Historical chart of Roehl & Yi Investment Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $654k 6.6k 98.38
2025-09-30 $862k 10k 83.53
2025-06-30 $772k 7.7k 100.94
2025-03-31 $825k 7.5k 109.99
2024-12-31 $862k 6.8k 126.10

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Exxon Mobil Corporation (XOM)
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View all positions for Roehl & Yi Investment 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