Flagship Wealth Advisors’s United Parcel Service UPS Stock Holding History

Flagship Wealth 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 Q4	–	Sell	-82	Closed	-$6.85K	–	440
2025 Q3	$6.85K	Buy	+82	New	+$7.43K	﹤0.01%	352
2025 Q1	–	Sell	-1,281	Closed	-$162K	–	390
2024 Q4	$162K	Buy	+1,281	New	+$169K	0.09%	108

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

Flagship Wealth Advisors's UPS Position: Q4 2025 in Review

Flagship Wealth Advisors sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 82 shares — an estimated $6.85K sold.

Flagship Wealth Advisors first reported a position in UPS in Q4 2024 and held it in 2 quarters. The position peaked at $162K in Q4 2024. 2,114 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Flagship Wealth Advisors reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
Flagship Wealth Advisors sold 82 United Parcel Service shares in Q4 2025, an estimated $6.85K.
Flagship Wealth Advisors first reported a position in United Parcel Service in Q4 2024 and held it in 2 quarters.
Flagship Wealth Advisors's United Parcel Service position peaked at $162K in Q4 2024.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

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