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Wells Financial Advisors »

United Parcel Service shares owned by Wells Financial Advisors

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

Historical chart of Wells Financial Advisors investment in United Parcel Service

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All positions including United Parcel Service held by Wells 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 Wells Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$6.4k	47	136.34

More positions owned by Wells Financial Advisors

Vanguard Growth Etf Exchange Traded Fund (VUG)

Vanguard Mega Cap Growth Etf Exchange Traded Fund (MGK)

Ishares Msci Usa Min Vol Factor Etf Exchange Traded Fund (USMV)

Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)

Spdr Gold Shares Exchange Traded Fund (GLD)

Vanguard Short-term Treasury Etf Exchange Traded Fund (VGSH)

Vanguard Large-cap Etf Exchange Traded Fund (VV)

Spdr Portfolio S&p 500 Growth Etf Exchange Traded Fund (SPYG)

Spdr Portfolio S&p 500 Value Etf Exchange Traded Fund (SPYV)

Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)

Vanguard Small-cap Etf Exchange Traded Fund (VB)

Vanguard Mega Cap Value Etf Exchange Traded Fund (MGV)

Vanguard Mid-cap Etf Exchange Traded Fund (VO)

Vanguard Value Etf Exchange Traded Fund (VTV)

Vanguard Total Bond Market Etf Exchange Traded Fund (BND)

View all positions for Wells Financial Advisors

Top funds holding United Parcel Service

State Street Corporation

Jpmorgan Chase & Co

Charles Schwab Investment Management

Geode Capital Management

International Assets Investment Management

Bank of America Corporation

Goldman Sachs Group

Franklin Resources

Bank of New York Mellon

Wells Fargo & Company

Citadel Advisors

View all funds holding United Parcel Service

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