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Accredited Wealth Management’s United Parcel Service UPS Stock Holding History

Accredited 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 		$199K Sell
225
-1,522
-87% -$138K 0.15% 67
2025
Q2 		$176K Sell
1,747
-263
-13% -$25.9K 0.14% 70
2025
Q1 		$221K Buy
2,010
+242
+14% +$28.9K 0.19% 53
2024
Q4 		$223K Buy
+1,768
New +$233K 0.2% 58

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accredited Wealth Management's UPS Position: Q3 2025 in Review

Accredited Wealth Management reduced its United Parcel Service (UPS) stake by 87% in Q3 2025, selling an estimated $138K and leaving 225 shares worth $199K. The position accounts for 0.15% of the portfolio, ranked #67.

Accredited Wealth Management first reported a position in UPS in Q4 2024 and has held it in 4 quarters since. The position peaked at $223K in Q4 2024. 1,942 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Accredited Wealth Management held 225 shares of United Parcel Service worth $199K as of Q3 2025.
  • Accredited Wealth Management sold 1,522 United Parcel Service shares in Q3 2025, an estimated $138K.
  • United Parcel Service made up 0.15% of Accredited Wealth Management's portfolio in Q3 2025, its #67 holding.
  • Accredited Wealth Management first reported a position in United Parcel Service in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's United Parcel Service position peaked at $223K in Q4 2024.
  • 1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.