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United Parcel Service shares owned by True Link Financial Advisors

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by True Link Financial Advisors from 13F filings

Historical chart of True Link Financial Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.0k 30 98.37
2021-12-31 $11k 51 215.69
2021-09-30 $9.0k 51 176.47
2021-06-30 $11k 51 215.69

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)
Vanguard Short-term Bond Etf Etf (BSV)
Ishares Core S&p 500 Etf Etf (IVV)
Dimensional Core Fixed Income Etf Etf (DFCF)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Dimensional International Value Etf Etf (DFIV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core International Aggregate Bond Etf Etf (IAGG)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Msci Europe Etf Etf (IEUR)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for True Link Financial 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