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United Parcel Service shares owned by SIMA Wealth Partners

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

Historical chart of SIMA Wealth Partners investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $11k 112 98.27
2025-12-31 $11k 112 99.07
2025-09-30 $11k 134 83.45

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Usd Inv Grde Etf (USIG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Spdr Series Trust State Street Spd (SPYG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SPMD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

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