Atlantic Private Wealth’s United Parcel Service UPS Stock Holding History

Atlantic Private Wealth’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 Q2	–	Sell	-26	Closed	-$2.84K	–	254
2025 Q1	$2.84K	Buy	26 +1	+4%	+$120	﹤0.01%	196
2024 Q4	$3.21K	Hold	25	–	–	﹤0.01%	186
2024 Q3	$3.42K	Hold	25	–	–	﹤0.01%	170
2024 Q2	$3.39K	Hold	25	–	–	﹤0.01%	93
2024 Q1	$3.64K	Buy	25 +1	+4%	+$152	﹤0.01%	99
2023 Q4	$3.81K	Hold	24	–	–	﹤0.01%	93
2023 Q3	$3.74K	Hold	24	–	–	﹤0.01%	98
2023 Q2	$4.26K	Hold	24	–	–	﹤0.01%	88
2023 Q1	$4.57K	Buy	+24	New	+$4.4K	﹤0.01%	81

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Atlantic Private Wealth's UPS Position: Q2 2025 in Review

Atlantic Private Wealth sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 26 shares — an estimated $2.84K sold.

Atlantic Private Wealth first reported a position in UPS in Q1 2023 and held it in 9 quarters. The position peaked at $4.57K in Q1 2023. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Atlantic Private Wealth reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
Atlantic Private Wealth sold 26 United Parcel Service shares in Q2 2025, an estimated $2.84K.
Atlantic Private Wealth first reported a position in United Parcel Service in Q1 2023 and held it in 9 quarters.
Atlantic Private Wealth's United Parcel Service position peaked at $4.57K in Q1 2023.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Atlantic Private Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.