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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
-168
-88% -$24.1K ﹤0.01% 681
2024
Q1 		$28.5K Sell
191
-455
-70% -$69.2K ﹤0.01% 478
2023
Q4 		$3.03M Buy
646
+50
+8% +$7.56K 0.03% 168
2023
Q3 		$3.03M Buy
596
+367
+160% +$63.3K 0.03% 162
2023
Q2 		$20.8K Buy
229
+15
+7% +$2.66K 0.06% 145
2023
Q1 		$7.11K Buy
214
+40
+23% +$7.34K 0.22% 88
2022
Q4 		$7.73K Sell
174
-1,122
-87% -$194K 0.04% 328
2022
Q3 		$337 Sell
1,296
-168
-11% -$31.8K 0.01% 454
2022
Q2 		$387 Sell
1,464
-285
-16% -$52K 0.01% 420
2022
Q1 		$453 Buy
1,749
+679
+63% +$144K 0.01% 417
2021
Q4 		$348 Buy
1,070
+1,068
+53,400% +$217K 0.01% 547
2021
Q3 		$182K Hold
2
– – 0.09% 205
2021
Q2 		$208K Hold
2
– – 0.07% 178
2021
Q1 		$328 Hold
2
– – 0.01% 417
2020
Q4 		$0 Buy
+2
New +$338 ﹤0.01% 665
2020
Q2 		– Sell
-86
Closed -$8.08K – 863
2020
Q1 		$8.08K Sell
86
-51
-37% -$5.28K 0.03% 256
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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 25 quarters. The position peaked at $3.03M in Q4 2023. 2,119 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 25 quarters.
  • Financial Gravity Asset Management's United Parcel Service position peaked at $3.03M in Q4 2023.
  • 2,119 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.