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Delta Financial Advisors’s United Parcel Service UPS Stock Holding History

Delta Financial 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
2025
Q3 		– Sell
-2,329
Closed -$235K – 148
2025
Q2 		$235K Sell
2,329
-48
-2% -$4.72K 0.08% 110
2025
Q1 		$261K Sell
2,377
-171
-7% -$20.4K 0.1% 105
2024
Q4 		$321K Sell
2,548
-31
-1% -$4.08K 0.12% 94
2024
Q3 		$352K Buy
2,579
+10
+0.4% +$1.31K 0.13% 98
2024
Q2 		$352K Sell
2,569
-19
-0.7% -$2.72K 0.14% 98
2024
Q1 		$385K Buy
2,588
+8
+0.3% +$1.22K 0.15% 97
2023
Q4 		$406K Sell
2,580
-22
-0.8% -$3.33K 0.18% 93
2023
Q3 		$406K Buy
2,602
+7
+0.3% +$1.21K 0.18% 97
2023
Q2 		$465K Buy
2,595
+7
+0.3% +$1.24K 0.21% 93
2023
Q1 		$502K Buy
2,588
+6
+0.2% +$1.1K 0.24% 85
2022
Q4 		$449K Buy
2,582
+6
+0.2% +$1.04K 0.22% 88
2022
Q3 		$416K Buy
2,576
+5
+0.2% +$947 0.22% 89
2022
Q2 		$469K Buy
2,571
+6
+0.2% +$1.09K 0.23% 91
2022
Q1 		$550K Buy
2,565
+5
+0.2% +$1.06K 0.23% 89
2021
Q4 		$549K Buy
2,560
+3
+0.1% +$610 0.22% 92
2021
Q3 		$466K Buy
2,557
+4
+0.2% +$790 0.21% 95
2021
Q2 		$531K Sell
2,553
-26
-1% -$5.2K 0.23% 91
2021
Q1 		$439K Sell
2,579
-414
-14% -$67K 0.21% 95
2020
Q4 		$504K Sell
2,993
-258
-8% -$43.5K 0.25% 90
2020
Q3 		$542K Sell
3,251
-53
-2% -$7.72K 0.3% 86
2020
Q2 		$367K Buy
3,304
+11
+0.3% +$1.1K 0.22% 93
2020
Q1 		$308K Sell
3,293
-561
-15% -$58.1K 0.21% 92
2019
Q4 		$451K Sell
3,854
-28
-0.7% -$3.31K 0.18% 94
2019
Q3 		$465K Sell
3,882
-128
-3% -$14.6K 0.19% 99
2019
Q2 		$414K Buy
+4,010
New +$417K 0.17% 97

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Delta Financial Advisors's UPS Position: Q3 2025 in Review

Delta Financial Advisors sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,329 shares — an estimated $235K sold.

Delta Financial Advisors first reported a position in UPS in Q2 2019 and held it in 25 quarters. The position peaked at $550K in Q1 2022. 1,942 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Delta Financial Advisors reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Delta Financial Advisors sold 2,329 United Parcel Service shares in Q3 2025, an estimated $235K.
  • Delta Financial Advisors first reported a position in United Parcel Service in Q2 2019 and held it in 25 quarters.
  • Delta Financial Advisors's United Parcel Service position peaked at $550K in Q1 2022.
  • 1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Delta Financial Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.