Bellwether Advisors’s United Parcel Service UPS Stock Holding History

Bellwether Advisors’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	-850	Closed	-$85.8K	–	540
2025 Q2	$85.8K	Hold	850	–	–	0.01%	184
2025 Q1	$93.5K	Hold	850	–	–	0.02%	178
2024 Q4	$107K	Buy	+850	New	+$112K	0.02%	172
2023 Q2	–	Sell	-850	Closed	-$165K	–	425
2023 Q1	$165K	Hold	850	–	–	0.05%	127
2022 Q4	$148K	Hold	850	–	–	0.04%	136
2022 Q3	$137K	Hold	850	–	–	0.05%	113
2022 Q2	$155K	Sell	850 -24	-3%	-$4.38K	0.05%	118
2022 Q1	$187K	Hold	874	–	–	0.06%	136
2021 Q4	$187K	Hold	874	–	–	0.06%	126
2021 Q3	$159K	Buy	874 +24	+3%	+$4.74K	0.05%	153
2021 Q2	$176K	Hold	850	–	–	0.06%	132
2021 Q1	$144K	Hold	850	–	–	0.06%	125
2020 Q4	$143K	Buy	+850	New	+$143K	0.06%	116

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bellwether Advisors's UPS Position: Q3 2025 in Review

Bellwether Advisors sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 850 shares — an estimated $85.8K sold.

Bellwether Advisors first reported a position in UPS in Q4 2020 and held it in 13 quarters. The position peaked at $187K in Q1 2022. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

Bellwether Advisors reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 850 United Parcel Service shares in Q3 2025, an estimated $85.8K.
Bellwether Advisors first reported a position in United Parcel Service in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's United Parcel Service position peaked at $187K in Q1 2022.
1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.