Financial Gravity Asset Management’s United Parcel Service UPS Stock Holding History

Financial Gravity Asset 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	-279	Closed	-$23.3K	–	932
2025 Q3	$23.3K	Buy	+279	New	+$25.3K	﹤0.01%	399
2025 Q1	$2.2K	Buy	+20	New	+$2.39K	﹤0.01%	805
2024 Q2	$3.15K	Sell	23 -29	-56%	-$4.15K	﹤0.01%	681
2024 Q1	$7.86K	Buy	52 +2	+4%	+$304	﹤0.01%	511
2023 Q4	$8.23K	Buy	+50	New	+$7.56K	﹤0.01%	524
2021 Q3	$182K	Hold	2	–	–	0.09%	205
2021 Q2	$208K	Buy	+2	New	+$400	0.07%	178
2020 Q4	$0	Buy	+2	New	+$338	﹤0.01%	665
2019 Q4	$127K	Sell	137 -48	-26%	-$5.68K	0.09%	234
2019 Q3	$22K	Sell	185 -51	-22%	-$5.83K	0.02%	437
2019 Q2	$24K	Sell	236 -45	-16%	-$4.68K	0.02%	456
2019 Q1	$32K	Buy	+281	New	+$29.8K	0.03%	380
2018 Q3	$43K	Hold	408	–	–	0.05%	365
2018 Q2	$49K	Buy	408 +32	+9%	+$3.59K	0.05%	334
2018 Q1	$42K	Buy	+376	New	+$43.5K	0.04%	356

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 $3.38T AUM 44.17% 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

Financial Gravity Asset Management's UPS Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 279 shares — an estimated $23.3K sold.

Financial Gravity Asset Management first reported a position in UPS in Q1 2018 and held it in 15 quarters. The position peaked at $208K in Q2 2021. 2,124 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Financial Gravity Asset Management reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 279 United Parcel Service shares in Q4 2025, an estimated $23.3K.
Financial Gravity Asset Management first reported a position in United Parcel Service in Q1 2018 and held it in 15 quarters.
Financial Gravity Asset Management's United Parcel Service position peaked at $208K in Q2 2021.
2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.