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CarsonAllaria Wealth Management’s United Parcel Service UPS Stock Holding History

CarsonAllaria 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
Q3 		– Sell
-1,341
Closed -$135K – 319
2025
Q2 		$135K Sell
1,341
-305
-19% -$30K 0.07% 88
2025
Q1 		$181K Buy
1,646
+88
+6% +$10.5K 0.1% 73
2024
Q4 		$196K Buy
1,558
+481
+45% +$63.3K 0.11% 65
2024
Q3 		$147K Buy
1,077
+126
+13% +$16.5K 0.08% 79
2024
Q2 		$130K Sell
951
-17
-2% -$2.43K 0.08% 77
2024
Q1 		$144K Buy
968
+183
+23% +$27.8K 0.09% 79
2023
Q4 		$123K Sell
785
-10
-1% -$1.51K 0.09% 79
2023
Q3 		$124K Sell
795
-17
-2% -$2.93K 0.1% 81
2023
Q2 		$146K Buy
812
+5
+0.6% +$888 0.11% 79
2023
Q1 		$157K Buy
807
+4
+0.5% +$734 0.13% 75
2022
Q4 		$140K Buy
803
+3
+0.4% +$519 0.12% 74
2022
Q3 		$129K Buy
800
+3
+0.4% +$568 0.12% 80
2022
Q2 		$146K Buy
797
+5
+0.6% +$912 0.14% 78
2022
Q1 		$170K Buy
792
+18
+2% +$3.83K 0.15% 73
2021
Q4 		$166K Buy
+774
New +$157K 0.15% 75

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CarsonAllaria Wealth Management's UPS Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 1,341 shares — an estimated $135K sold.

CarsonAllaria Wealth Management first reported a position in UPS in Q4 2021 and held it in 15 quarters. The position peaked at $196K in Q4 2024. 1,948 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 1,341 United Parcel Service shares in Q3 2025, an estimated $135K.
  • CarsonAllaria Wealth Management first reported a position in United Parcel Service in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's United Parcel Service position peaked at $196K in Q4 2024.
  • 1,948 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.