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Financial Advocates Investment Management’s United Parcel Service UPS Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-11,623
Closed -$1.17M – 568
2025
Q2 		$1.17M Buy
11,623
+772
+7% +$76K 0.1% 206
2025
Q1 		$1.19M Buy
10,851
+1,220
+13% +$146K 0.08% 244
2024
Q4 		$1.21M Buy
9,631
+1,389
+17% +$183K 0.07% 256
2024
Q3 		$1.12M Buy
8,242
+4,368
+113% +$573K 0.06% 287
2024
Q2 		$530K Sell
3,874
-1,964
-34% -$281K 0.03% 424
2024
Q1 		$868K Buy
5,838
+97
+2% +$14.7K 0.05% 335
2023
Q4 		$903K Sell
5,741
-88
-2% -$13.3K 0.06% 308
2023
Q3 		$908K Sell
5,829
-1,366
-19% -$236K 0.07% 287
2023
Q2 		$1.29M Buy
7,195
+1,271
+21% +$226K 0.09% 224
2023
Q1 		$1.15M Buy
5,924
+138
+2% +$25.3K 0.08% 261
2022
Q4 		$1.01M Buy
5,786
+2,824
+95% +$489K 0.08% 289
2022
Q3 		$477K Sell
2,962
-3,191
-52% -$604K 0.04% 432
2022
Q2 		$1.12M Sell
6,153
-242
-4% -$44.1K 0.09% 246
2022
Q1 		$1.37M Sell
6,395
-13,971
-69% -$2.97M 0.09% 242
2021
Q4 		$8.21M Buy
20,366
+12,796
+169% +$2.6M 0.52% 37
2021
Q3 		$1.38M Sell
7,570
-528
-7% -$104K 0.09% 249
2021
Q2 		$1.68M Sell
8,098
-301
-4% -$60.2K 0.11% 222
2021
Q1 		$1.43M Sell
8,399
-96
-1% -$15.5K 0.1% 238
2020
Q4 		$1.44M Buy
8,495
+2,812
+49% +$475K 0.1% 234
2020
Q3 		$957K Buy
5,683
+897
+19% +$131K 0.08% 261
2020
Q2 		$532K Sell
4,786
-640
-12% -$63.9K 0.05% 346
2020
Q1 		$507K Buy
+5,426
New +$562K 0.07% 271

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 $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 $178B AUM 37.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's UPS Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 11,623 shares — an estimated $1.17M sold.

Financial Advocates Investment Management first reported a position in UPS in Q1 2020 and held it in 22 quarters. The position peaked at $8.21M in Q4 2021. 1,943 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 11,623 United Parcel Service shares in Q3 2025, an estimated $1.17M.
  • Financial Advocates Investment Management first reported a position in United Parcel Service in Q1 2020 and held it in 22 quarters.
  • Financial Advocates Investment Management's United Parcel Service position peaked at $8.21M in Q4 2021.
  • 1,943 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.