Bernard Wealth Management’s United Parcel Service UPS Stock Holding History

Bernard Wealth Management’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	–	Sell	-7	Closed	-$770	–	394
2025 Q1	$770	Buy	+7	New	+$837	﹤0.01%	355

Other funds holding UPS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bernard Wealth Management's UPS Position: Q2 2025 in Review

Bernard Wealth Management sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 7 shares — an estimated $770 sold.

Bernard Wealth Management first reported a position in UPS in Q1 2025 and held it in 1 quarter. The position peaked at $770 in Q1 2025. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Bernard Wealth Management reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
Bernard Wealth Management sold 7 United Parcel Service shares in Q2 2025, an estimated $770.
Bernard Wealth Management first reported a position in United Parcel Service in Q1 2025 and held it in 1 quarter.
Bernard Wealth Management's United Parcel Service position peaked at $770 in Q1 2025.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.