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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
Q1 		– Sell
-4,500
Closed -$567K – 2084
2024
Q4 		$567K Buy
+4,500
New +$592K 0.01% 1207

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B 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.