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Atlas Wealth’s United Parcel Service UPS Stock Holding History

Atlas 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
Q3 		– Sell
-3,139
Closed -$328K – 119
2025
Q2 		$328K Sell
3,139
-47
-1% -$4.62K 0.12% 80
2025
Q1 		$350K Buy
3,186
+435
+16% +$52K 0.14% 71
2024
Q4 		$347K Hold
2,751
– – 0.13% 71
2024
Q3 		$375K Sell
2,751
-2,751
-50% -$361K 0.16% 62
2024
Q2 		$746K Buy
5,502
+2,751
+100% +$394K 0.09% 120
2024
Q1 		$409K Hold
2,751
– – 0.2% 56
2023
Q4 		$429K Hold
2,751
– – 0.23% 52
2023
Q3 		$429K Hold
2,751
– – 0.08% 123
2023
Q2 		$508K Hold
2,751
– – 0.09% 117
2023
Q1 		$534K Hold
2,751
– – 0.1% 112
2022
Q4 		$478K Buy
+2,751
New +$476K 0.13% 80

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atlas Wealth's UPS Position: Q3 2025 in Review

Atlas Wealth sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 3,139 shares — an estimated $328K sold.

Atlas Wealth first reported a position in UPS in Q4 2022 and held it in 11 quarters. The position peaked at $746K in Q2 2024. 1,948 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Atlas Wealth reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Atlas Wealth sold 3,139 United Parcel Service shares in Q3 2025, an estimated $328K.
  • Atlas Wealth first reported a position in United Parcel Service in Q4 2022 and held it in 11 quarters.
  • Atlas Wealth's United Parcel Service position peaked at $746K in Q2 2024.
  • 1,948 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

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