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United Parcel Service shares owned by Sar Wealth Management Group

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Sar Wealth Management Group from 13F filings

Historical chart of Sar Wealth Management Group investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Sar Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $543k 3.7k 148.62
2023-12-31 $577k 3.7k 157.24

More positions owned by Sar Wealth Management Group

First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Select Divid Etf (DVY)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Usa Value (VLUE)
Vanguard Specialized Funds Div App Etf (VIG)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
Home Depot (HD)

View all positions for Sar Wealth Management Group

Top funds holding United Parcel Service

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Charles Schwab Investment Management
Wellington Management Company
Geode Capital Management
Bank of America Corporation
FMR
Ameriprise Financial
Franklin Resources
Goldman Sachs Group
Northern Trust
Wells Fargo & Company
Morgan Stanley
UBS Group

View all funds holding United Parcel Service