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Atria Wealth Solutions’s United Parcel Service UPS Stock Holding History

Atria Wealth Solutions’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 		$2.22M Sell
21,700
-18,251
-46% -$1.8M 0.05% 392
2025
Q1 		$4.39M Sell
39,951
-4,134
-9% -$494K 0.05% 377
2024
Q4 		$5.62M Buy
44,085
+4,300
+11% +$566K 0.06% 327
2024
Q3 		$5.47M Sell
39,785
-3,911
-9% -$513K 0.06% 324
2024
Q2 		$5.98M Sell
43,696
-861
-2% -$123K 0.07% 298
2024
Q1 		$6.62M Buy
44,557
+6,984
+19% +$1.06M 0.07% 272
2023
Q4 		$5.91M Buy
37,573
+712
+2% +$108K 0.07% 267
2023
Q3 		$5.75M Sell
36,861
-824
-2% -$142K 0.08% 254
2023
Q2 		$6.76M Buy
37,685
+1,487
+4% +$264K 0.09% 218
2023
Q1 		$7.02M Buy
36,198
+331
+0.9% +$60.7K 0.1% 191
2022
Q4 		$6.24M Buy
35,867
+692
+2% +$120K 0.1% 216
2022
Q3 		$5.68M Buy
35,175
+14,057
+67% +$2.66M 0.1% 208
2022
Q2 		$3.86M Sell
21,118
-6,666
-24% -$1.22M 0.07% 279
2022
Q1 		$5.96M Buy
+27,784
New +$5.9M 0.1% 218

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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's UPS Position: Q2 2025 in Review

Atria Wealth Solutions reduced its United Parcel Service (UPS) stake by 46% in Q2 2025, selling an estimated $1.8M and leaving 21,700 shares worth $2.22M. The position accounts for 0.05% of the portfolio, ranked #392.

Atria Wealth Solutions first reported a position in UPS in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.02M in Q1 2023. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Atria Wealth Solutions held 21,700 shares of United Parcel Service worth $2.22M as of Q2 2025.
  • Atria Wealth Solutions sold 18,251 United Parcel Service shares in Q2 2025, an estimated $1.8M.
  • United Parcel Service made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #392 holding.
  • Atria Wealth Solutions first reported a position in United Parcel Service in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's United Parcel Service position peaked at $7.02M in Q1 2023.
  • 2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.