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Blackston Financial Advisory Group’s United Parcel Service UPS Stock Holding History

Blackston Financial Advisory Group’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
-4,630
Closed -$467K – 120
2025
Q2 		$467K Sell
4,630
-5
-0.1% -$492 0.29% 52
2025
Q1 		$510K Sell
4,635
-249
-5% -$29.8K 0.35% 44
2024
Q4 		$616K Sell
4,884
-4
-0.1% -$526 0.31% 52
2024
Q3 		$666K Sell
4,888
-180
-4% -$23.6K 0.34% 47
2024
Q2 		$694K Buy
5,068
+69
+1% +$9.88K 0.39% 30
2024
Q1 		$743K Sell
4,999
-34
-0.7% -$5.17K 0.49% 25
2023
Q4 		$791K Buy
5,033
+85
+2% +$12.9K 0.5% 30
2023
Q3 		$771K Buy
4,948
+77
+2% +$13.3K 0.54% 30
2023
Q2 		$873K Sell
4,871
-552
-10% -$98K 0.63% 23
2023
Q1 		$1.05M Sell
5,423
-31
-0.6% -$5.69K 0.79% 17
2022
Q4 		$948K Buy
5,454
+2
+0% +$346 0.69% 20
2022
Q3 		$915K Sell
5,452
-31
-0.6% -$5.87K 0.64% 21
2022
Q2 		$1.02M Sell
5,483
-26
-0.5% -$4.74K 0.67% 23
2022
Q1 		$1M Sell
5,509
-1
-0% -$212 0.65% 27
2021
Q4 		$1.18M Buy
+5,510
New +$1.12M 0.68% 25

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blackston Financial Advisory Group's UPS Position: Q3 2025 in Review

Blackston Financial Advisory Group sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 4,630 shares — an estimated $467K sold.

Blackston Financial Advisory Group first reported a position in UPS in Q4 2021 and held it in 15 quarters. The position peaked at $1.18M in Q4 2021. 1,942 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Blackston Financial Advisory Group reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Blackston Financial Advisory Group sold 4,630 United Parcel Service shares in Q3 2025, an estimated $467K.
  • Blackston Financial Advisory Group first reported a position in United Parcel Service in Q4 2021 and held it in 15 quarters.
  • Blackston Financial Advisory Group's United Parcel Service position peaked at $1.18M in Q4 2021.
  • 1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Blackston Financial Advisory Group's 13F filing for Q3 2025, filed 12 Nov 2025.