Buck Wealth Strategies’s United Parcel Service UPS Stock Holding History

Buck Wealth Strategies’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	-10,034	Closed	-$1.1M	–	160
2025 Q1	$1.1M	Buy	10,034 +4,682	+87%	+$560K	0.2%	62
2024 Q4	$675K	Buy	5,352 +2,378	+80%	+$313K	0.14%	61
2024 Q3	$406K	Sell	2,974 -1,496	-33%	-$196K	0.13%	62
2024 Q2	$612K	Sell	4,470 -39,554	-90%	-$5.66M	0.18%	57
2024 Q1	$6.54M	Buy	44,024 +40,592	+1,183%	+$6.17M	2.25%	17
2023 Q4	$540K	Buy	3,432 +129	+4%	+$19.5K	0.2%	52
2023 Q3	$515K	Buy	3,303 +2,947	+828%	+$509K	0.21%	56
2023 Q2	$63.8K	Buy	+356	New	+$63.2K	0.03%	68

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

Buck Wealth Strategies's UPS Position: Q2 2025 in Review

Buck Wealth Strategies sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 10,034 shares — an estimated $1.1M sold.

Buck Wealth Strategies first reported a position in UPS in Q2 2023 and held it in 8 quarters. The position peaked at $6.54M in Q1 2024. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Buck Wealth Strategies reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
Buck Wealth Strategies sold 10,034 United Parcel Service shares in Q2 2025, an estimated $1.1M.
Buck Wealth Strategies first reported a position in United Parcel Service in Q2 2023 and held it in 8 quarters.
Buck Wealth Strategies's United Parcel Service position peaked at $6.54M in Q1 2024.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Buck Wealth Strategies's 13F filing for Q2 2025, filed 4 Aug 2025.