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

Daner 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	-3,699	Closed	-$320K	–	104
2025 Q3	$320K	Sell	3,699 -7,749	-68%	-$702K	0.21%	59
2025 Q2	$1M	Buy	+11,448	New	+$1.13M	0.69%	23
2024 Q4	$1.31M	Buy	+11,369	New	+$1.5M	0.96%	19

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Daner Wealth Management sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 3,699 shares — an estimated $320K sold.

Daner Wealth Management first reported a position in UPS in Q4 2024 and held it in 3 quarters. The position peaked at $1.31M in Q4 2024. 2,114 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Daner Wealth Management reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
Daner Wealth Management sold 3,699 United Parcel Service shares in Q4 2025, an estimated $320K.
Daner Wealth Management first reported a position in United Parcel Service in Q4 2024 and held it in 3 quarters.
Daner Wealth Management's United Parcel Service position peaked at $1.31M in Q4 2024.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Daner Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.