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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 $5.7T 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 $564B AUM 30.12% 1-Year Est. Return