Beverly Hills Private Wealth’s United Parcel Service UPS Stock Holding History

Beverly Hills Private Wealth’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	-2,227	Closed	-$225K	–	364
2025 Q2	$225K	Sell	2,227 -9,349	-81%	-$920K	0.04%	312
2025 Q1	$1.27M	Buy	11,576 +138	+1%	+$16.5K	0.25%	105
2024 Q4	$1.44M	Sell	11,438 -991	-8%	-$130K	0.29%	94
2024 Q3	$1.69M	Sell	12,429 -3,070	-20%	-$403K	0.34%	84
2024 Q2	$2.12M	Sell	15,499 -747	-5%	-$107K	0.46%	57
2024 Q1	$2.41M	Sell	16,246 -904	-5%	-$137K	0.56%	50
2023 Q4	$2.7M	Sell	17,150 -1,014	-6%	-$153K	0.7%	31
2023 Q3	$2.83M	Sell	18,164 -18,876	-51%	-$3.26M	0.84%	27
2023 Q2	$6.7M	Buy	37,040 +18,627	+101%	+$3.31M	1.1%	18
2023 Q1	$3.57M	Buy	18,413 +2,693	+17%	+$494K	1.11%	17
2022 Q4	$2.73M	Buy	+15,720	New	+$2.72M	1.19%	17

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

Beverly Hills Private Wealth's UPS Position: Q3 2025 in Review

Beverly Hills Private Wealth sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,227 shares — an estimated $225K sold.

Beverly Hills Private Wealth first reported a position in UPS in Q4 2022 and held it in 11 quarters. The position peaked at $6.7M in Q2 2023. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

Beverly Hills Private Wealth reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
Beverly Hills Private Wealth sold 2,227 United Parcel Service shares in Q3 2025, an estimated $225K.
Beverly Hills Private Wealth first reported a position in United Parcel Service in Q4 2022 and held it in 11 quarters.
Beverly Hills Private Wealth's United Parcel Service position peaked at $6.7M in Q2 2023.
1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.