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Benedict Financial Advisors’s United Parcel Service UPS Stock Holding History

Benedict Financial 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
-2,065
Closed -$208K – 132
2025
Q2 		$208K Buy
2,065
+20
+1% +$1.97K 0.05% 123
2025
Q1 		$225K Sell
2,045
-25
-1% -$2.99K 0.05% 125
2024
Q4 		$261K Buy
2,070
+14
+0.7% +$1.84K 0.06% 116
2024
Q3 		$280K Buy
2,056
+15
+0.7% +$1.97K 0.07% 114
2024
Q2 		$279K Buy
2,041
+14
+0.7% +$2K 0.07% 118
2024
Q1 		$301K Sell
2,027
-17
-0.8% -$2.58K 0.08% 117
2023
Q4 		$321K Buy
2,044
+12
+0.6% +$1.81K 0.09% 110
2023
Q3 		$317K Buy
2,032
+13
+0.6% +$2.24K 0.09% 108
2023
Q2 		$362K Buy
2,019
+14
+0.7% +$2.49K 0.1% 104
2023
Q1 		$389K Buy
2,005
+13
+0.7% +$2.38K 0.11% 103
2022
Q4 		$346K Buy
1,992
+11
+0.6% +$1.9K 0.1% 102
2022
Q3 		$320K Buy
1,981
+12
+0.6% +$2.27K 0.1% 105
2022
Q2 		$360K Buy
1,969
+11
+0.6% +$2.01K 0.11% 107
2022
Q1 		$420K Buy
1,958
+11
+0.6% +$2.34K 0.11% 104
2021
Q4 		$417K Buy
1,947
+7
+0.4% +$1.42K 0.11% 106
2021
Q3 		$353K Sell
1,940
-16
-0.8% -$3.16K 0.1% 109
2021
Q2 		$407K Buy
1,956
+7
+0.4% +$1.4K 0.11% 105
2021
Q1 		$331K Buy
1,949
+7
+0.4% +$1.13K 0.1% 110
2020
Q4 		$327K Buy
1,942
+7
+0.4% +$1.18K 0.12% 90
2020
Q3 		$322K Sell
1,935
-12
-0.6% -$1.75K 0.12% 90
2020
Q2 		$216K Buy
+1,947
New +$194K 0.09% 100
2020
Q1 		– Sell
-2,169
Closed -$254K – 102
2019
Q4 		$254K Buy
2,169
+10
+0.5% +$1.18K 0.1% 96
2019
Q3 		$259K Buy
2,159
+35
+2% +$4K 0.11% 94
2019
Q2 		$219K Buy
2,124
+31
+1% +$3.22K 0.09% 104
2019
Q1 		$234K Buy
+2,093
New +$222K 0.1% 101

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
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

Benedict Financial Advisors's UPS Position: Q3 2025 in Review

Benedict Financial Advisors sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,065 shares — an estimated $208K sold.

Benedict Financial Advisors first reported a position in UPS in Q1 2019 and held it in 25 quarters. The position peaked at $420K in Q1 2022. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Benedict Financial Advisors reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Benedict Financial Advisors sold 2,065 United Parcel Service shares in Q3 2025, an estimated $208K.
  • Benedict Financial Advisors first reported a position in United Parcel Service in Q1 2019 and held it in 25 quarters.
  • Benedict Financial Advisors's United Parcel Service position peaked at $420K in Q1 2022.
  • 1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Benedict Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.