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

Crowley 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	-8,496	Closed	-$710K	–	333
2025 Q3	$710K	Sell	8,496 -278	-3%	-$25.2K	0.56%	33
2025 Q2	$886K	Sell	8,774 -3,485	-28%	-$343K	0.81%	26
2025 Q1	$1.35M	Sell	12,259 -858	-7%	-$103K	1.28%	20
2024 Q4	$1.65M	Buy	+13,117	New	+$1.73M	1.46%	18

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Crowley Wealth Management's UPS Position: Q4 2025 in Review

Crowley Wealth Management sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 8,496 shares — an estimated $710K sold.

Crowley Wealth Management first reported a position in UPS in Q4 2024 and held it in 4 quarters. The position peaked at $1.65M in Q4 2024. 2,119 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Crowley Wealth Management reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
Crowley Wealth Management sold 8,496 United Parcel Service shares in Q4 2025, an estimated $710K.
Crowley Wealth Management first reported a position in United Parcel Service in Q4 2024 and held it in 4 quarters.
Crowley Wealth Management's United Parcel Service position peaked at $1.65M in Q4 2024.
2,119 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.