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United Parcel Service shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Strategic Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $205k 1.9k 107.50
2024-06-30 $3.9M 48k 82.31

More positions owned by Strategic Financial Concepts

Vanguard Specialized Funds Div App Etf (VIG)
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)
T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Active Growth (JGRO)
T Rowe Price Exchange-traded Floating Rate (TFLR)
Apple (AAPL)
Tesla Motors (TSLA)
T Rowe Price Exchange-traded Us High Yield (THYF)
Ishares Tr Hdg Msci Eafe (HEFA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vaneck Etf Trust Gold Miners Etf (GDX)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)
Ishares Tr Msci Us Garp Etf (GARP)

View all positions for Strategic Financial Concepts

Top funds holding United Parcel Service

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

View all funds holding United Parcel Service