Choice Wealth Advisors
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Choice Wealth Advisors’s United Parcel Service UPS Stock Holding History

Choice Wealth Advisors’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
2026
Q3 		– Sell
-2,715
Closed -$292K – 37
2026
Q2 		$292K Sell
2,715
-268
-9% -$27.9K 0.1% 34
2026
Q1 		$294K Buy
2,983
+31
+1% +$3.32K 0.12% 32
2025
Q4 		$293K Buy
2,952
+35
+1% +$3.27K 0.12% 32
2025
Q3 		$244K Buy
2,917
+39
+1% +$3.53K 0.1% 31
2025
Q2 		$290K Buy
2,878
+34
+1% +$3.34K 0.13% 28
2025
Q1 		$313K Buy
2,844
+27
+1% +$3.23K 0.16% 23
2024
Q4 		$355K Buy
2,817
+24
+0.9% +$3.16K 0.18% 23
2024
Q3 		$381K Sell
2,793
-56
-2% -$7.35K 0.19% 23
2024
Q2 		$390K Buy
2,849
+23
+0.8% +$3.29K 0.21% 22
2024
Q1 		$420K Buy
2,826
+20
+0.7% +$3.04K 0.25% 22
2023
Q4 		$441K Buy
2,806
+19
+0.7% +$2.87K 0.27% 26
2023
Q3 		$434K Buy
2,787
+17
+0.6% +$2.93K 0.31% 21
2023
Q2 		$496K Sell
2,770
-279
-9% -$49.5K 0.34% 20
2023
Q1 		$592K Buy
3,049
+15
+0.5% +$2.75K 0.43% 17
2022
Q4 		$527K Buy
3,034
+15
+0.5% +$2.6K 0.4% 20
2022
Q3 		$488K Buy
+3,019
New +$572K 0.41% 18
2022
Q2 		– Sell
-2,391
Closed -$465K – 53
2022
Q1 		$465K Sell
2,391
-492
-17% -$105K 0.37% 17
2021
Q4 		$618K Sell
2,883
-22
-0.8% -$4.48K 0.45% 17
2021
Q3 		$529K Buy
2,905
+9
+0.3% +$1.78K 0.43% 19
2021
Q2 		$602K Buy
2,896
+8
+0.3% +$1.6K 0.43% 16
2021
Q1 		$491K Buy
2,888
+10
+0.3% +$1.62K 0.41% 16
2020
Q4 		$485K Buy
+2,878
New +$486K 0.44% 17

Other funds holding UPS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Choice Wealth Advisors's UPS Position: Q3 2026 in Review

Choice Wealth Advisors sold out of United Parcel Service (UPS) in Q3 2026, closing a stake of 2,715 shares — an estimated $292K sold.

Choice Wealth Advisors first reported a position in UPS in Q4 2020 and held it in 22 quarters. The position peaked at $618K in Q4 2021. 1,568 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Choice Wealth Advisors reported no remaining United Parcel Service position as of Q3 2026 after selling out during the quarter.
  • Choice Wealth Advisors sold 2,715 United Parcel Service shares in Q3 2026, an estimated $292K.
  • Choice Wealth Advisors first reported a position in United Parcel Service in Q4 2020 and held it in 22 quarters.
  • Choice Wealth Advisors's United Parcel Service position peaked at $618K in Q4 2021.
  • 1,568 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Choice Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.