Brady Family Wealth’s United Parcel Service UPS Stock Holding History

Brady Family 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	-4,618	Closed	-$466K	–	117
2025 Q2	$466K	Sell	4,618 -16,844	-78%	-$1.66M	0.14%	87
2025 Q1	$2.36M	Sell	21,462 -1,543	-7%	-$185K	0.76%	41
2024 Q4	$2.9M	Sell	23,005 -3,150	-12%	-$415K	0.89%	40
2024 Q3	$3.57M	Sell	26,155 -1,328	-5%	-$174K	1.07%	37
2024 Q2	$3.76M	Buy	27,483 +46	+0.2%	+$6.59K	1.21%	33
2024 Q1	$4.08M	Buy	27,437 +2,433	+10%	+$370K	1.32%	28
2023 Q4	$3.93M	Buy	25,004 +796	+3%	+$120K	1.35%	28
2023 Q3	$3.77M	Buy	24,208 +366	+2%	+$63.2K	1.46%	23
2023 Q2	$4.27M	Buy	23,842 +36	+0.2%	+$6.39K	1.59%	20
2023 Q1	$4.62M	Sell	23,806 -70	-0.3%	-$12.8K	1.82%	15
2022 Q4	$4.15M	Buy	+23,876	New	+$4.13M	1.71%	19

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

Brady Family Wealth's UPS Position: Q3 2025 in Review

Brady Family Wealth sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 4,618 shares — an estimated $466K sold.

Brady Family Wealth first reported a position in UPS in Q4 2022 and held it in 11 quarters. The position peaked at $4.62M in Q1 2023. 1,945 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

Brady Family Wealth reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
Brady Family Wealth sold 4,618 United Parcel Service shares in Q3 2025, an estimated $466K.
Brady Family Wealth first reported a position in United Parcel Service in Q4 2022 and held it in 11 quarters.
Brady Family Wealth's United Parcel Service position peaked at $4.62M in Q1 2023.
1,945 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Brady Family Wealth's 13F filing for Q3 2025, filed 9 Oct 2025.