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Brown Miller Wealth Management’s United Parcel Service UPS Stock Holding History

Brown Miller 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
Q4 		– Sell
-4,550
Closed -$380K – 202
2025
Q3 		$380K Buy
4,550
+12
+0.3% +$1.09K 0.11% 142
2025
Q2 		$458K Sell
4,538
-149
-3% -$14.7K 0.14% 114
2025
Q1 		$516K Sell
4,687
-6,401
-58% -$765K 0.18% 100
2024
Q4 		$1.4M Buy
11,088
+172
+2% +$22.6K 0.54% 51
2024
Q3 		$1.49M Buy
10,916
+757
+7% +$99.4K 0.58% 48
2024
Q2 		$1.39M Buy
10,159
+762
+8% +$109K 0.58% 48
2024
Q1 		$1.4M Buy
9,397
+899
+11% +$137K 0.62% 48
2023
Q4 		$1.34M Buy
8,498
+90
+1% +$13.6K 0.67% 42
2023
Q3 		$1.31M Buy
8,408
+500
+6% +$86.3K 0.73% 43
2023
Q2 		$1.42M Buy
7,908
+175
+2% +$31.1K 0.77% 40
2023
Q1 		$1.5M Buy
7,733
+254
+3% +$46.6K 0.89% 39
2022
Q4 		$1.3M Buy
7,479
+312
+4% +$54K 0.82% 41
2022
Q3 		$1.16M Buy
7,167
+665
+10% +$126K 0.82% 39
2022
Q2 		$1.19M Buy
6,502
+240
+4% +$43.8K 0.81% 38
2022
Q1 		$1.34M Buy
6,262
+227
+4% +$48.2K 0.78% 39
2021
Q4 		$1.29M Buy
6,035
+337
+6% +$68.5K 0.74% 39
2021
Q3 		$1.04M Buy
5,698
+302
+6% +$59.6K 0.65% 46
2021
Q2 		$1.12M Sell
5,396
-73
-1% -$14.6K 0.72% 42
2021
Q1 		$930K Buy
5,469
+267
+5% +$43.2K 0.66% 45
2020
Q4 		$876K Buy
+5,202
New +$878K 0.66% 44

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brown Miller Wealth Management's UPS Position: Q4 2025 in Review

Brown Miller Wealth Management sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 4,550 shares — an estimated $380K sold.

Brown Miller Wealth Management first reported a position in UPS in Q4 2020 and held it in 20 quarters. The position peaked at $1.5M in Q1 2023. 2,114 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • Brown Miller Wealth Management reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
  • Brown Miller Wealth Management sold 4,550 United Parcel Service shares in Q4 2025, an estimated $380K.
  • Brown Miller Wealth Management first reported a position in United Parcel Service in Q4 2020 and held it in 20 quarters.
  • Brown Miller Wealth Management's United Parcel Service position peaked at $1.5M in Q1 2023.
  • 2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Brown Miller Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.