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United Parcel Service shares owned by Tandem Wealth Advisors

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

Historical chart of Tandem Wealth Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Tandem Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $333k 3.4k 98.38
2022-12-31 $142k 818 173.84

More positions owned by Tandem Wealth Advisors

iShares Core U.S. Aggregate Bond ETF Etf (AGG)
SPDR S&P Mid Cap 400 ETF Etf (MDY)
iShares MSCI EAFE ETF Etf (EFA)
Vanguard Short-Term Corporate Bond Index Fund ETF Etf (VCSH)
iShares MSCI Emerging Markets ETF Etf (EEM)
iShares Core Dividend Growth ETF Etf (DGRO)
Spdr S&p 500 Etf Etf (SPY)
Invesco S&P 500 Equal Weight ETF Etf (RSP)
iShares MBS ETF Etf (MBB)
Vanguard Information Technology Index Fund ETF Etf (VGT)
Vanguard Financials Index Fund ETF Etf (VFH)
Vanguard Industrials ETF Etf (VIS)
Vanguard Total Stock Market ETF Etf (VTI)
Vanguard Total Bond Market ETF Etf (BND)
Amazon Stock (AMZN)

View all positions for Tandem 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