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

Congress 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
Q2 		$6.12M Buy
60,614
+27,855
+85% +$2.74M 0.06% 347
2025
Q1 		$3.65M Buy
32,759
+22,161
+209% +$2.65M 0.04% 374
2024
Q4 		$1.34M Sell
10,598
-60,690
-85% -$7.99M 0.02% 473
2024
Q3 		$9.72M Buy
71,288
+1,385
+2% +$182K 0.13% 217
2024
Q2 		$9.57M Sell
69,903
-2,923
-4% -$418K 0.15% 179
2024
Q1 		$10.8M Buy
72,826
+18,660
+34% +$2.84M 0.19% 163
2023
Q4 		$8.52M Sell
54,166
-12,176
-18% -$1.84M 0.16% 174
2023
Q3 		$10.3M Buy
66,342
+2,330
+4% +$402K 0.21% 139
2023
Q2 		$11.5M Buy
64,012
+1,346
+2% +$239K 0.27% 115
2023
Q1 		$12.2M Buy
62,666
+3,446
+6% +$632K 0.29% 98
2022
Q4 		$10.3M Buy
59,220
+955
+2% +$165K 0.26% 119
2022
Q3 		$9.41M Buy
58,265
+2,362
+4% +$447K 0.25% 117
2022
Q2 		$10.2M Buy
55,903
+66
+0.1% +$12K 0.26% 110
2022
Q1 		$12M Buy
55,837
+1,350
+2% +$287K 0.26% 99
2021
Q4 		$11.7M Buy
+54,487
New +$11.1M 0.23% 122

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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Congress Wealth Management's UPS Position: Q2 2025 in Review

Congress Wealth Management increased its United Parcel Service (UPS) stake by 85% in Q2 2025, buying an estimated $2.74M and bringing the position to 60,614 shares worth $6.12M. The position accounts for 0.06% of the portfolio, ranked #347.

Congress Wealth Management first reported a position in UPS in Q4 2021 and has held it in 15 quarters since. The position peaked at $12.2M in Q1 2023. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Congress Wealth Management held 60,614 shares of United Parcel Service worth $6.12M as of Q2 2025.
  • Congress Wealth Management bought 27,855 United Parcel Service shares in Q2 2025, an estimated $2.74M.
  • United Parcel Service made up 0.06% of Congress Wealth Management's portfolio in Q2 2025, its #347 holding.
  • Congress Wealth Management first reported a position in United Parcel Service in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's United Parcel Service position peaked at $12.2M in Q1 2023.
  • 2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.