Abich Financial Wealth Management’s United Parcel Service UPS Stock Holding History

Abich Financial Wealth Management’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.09K	Buy	+25	New	+$2.26K	﹤0.01%	575
2024 Q3	$2.59K	Sell	19 -1,345	-99%	-$177K	0.01%	321
2024 Q2	$187K	Buy	1,364 +364	+36%	+$52.1K	0.13%	45
2024 Q1	$149K	Buy	+1,000	New	+$152K	0.11%	48

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Abich Financial Wealth Management's UPS Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in United Parcel Service (UPS) in Q3 2025: 25 shares worth $2.09K. The stake represents ﹤0.01% of the portfolio and ranks #575 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in UPS as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in UPS in Q1 2024 and has held it in 4 quarters since. The position peaked at $187K in Q2 2024. 1,943 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

Abich Financial Wealth Management held 25 shares of United Parcel Service worth $2.09K as of Q3 2025.
United Parcel Service was a new Abich Financial Wealth Management position in Q3 2025.
United Parcel Service made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #575 holding.
Abich Financial Wealth Management first reported a position in United Parcel Service in Q1 2024 and has held it in 4 quarters since.
Abich Financial Wealth Management's United Parcel Service position peaked at $187K in Q2 2024.
1,943 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.