FSA Wealth Management’s United Parcel Service UPS Stock Holding History

FSA Wealth 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	$23.8K	Hold	285	–	–	0.01%	234
2025 Q2	$28.8K	Buy	285 +23	+9%	+$2.26K	0.01%	202
2025 Q1	$28.8K	Hold	262	–	–	0.01%	189
2024 Q4	$33K	Hold	262	–	–	0.01%	187
2024 Q3	$35.7K	Buy	+262	New	+$34.4K	0.01%	188
2024 Q1	$52.8K	Hold	355	–	–	0.02%	145
2023 Q4	$56K	Buy	+355	New	+$53.7K	0.03%	133
2021 Q1	–	Sell	-335	Closed	-$56K	–	222
2020 Q4	$56K	Buy	+335	New	+$56.5K	0.03%	120
2020 Q3	–	Sell	-335	Closed	-$37K	–	335
2020 Q2	$37K	Hold	335	–	–	0.03%	145
2020 Q1	$31K	Hold	335	–	–	0.03%	137
2019 Q4	$39K	Buy	+335	New	+$39.7K	0.03%	155

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

FSA Wealth Management's UPS Position: Q3 2025 in Review

FSA Wealth Management held its United Parcel Service (UPS) position steady in Q3 2025 at 285 shares worth $23.8K. The position accounts for 0.01% of the portfolio, ranked #234.

FSA Wealth Management first reported a position in UPS in Q4 2019 and has held it in 11 quarters since. The position peaked at $56K in Q4 2023. 1,942 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

FSA Wealth Management held 285 shares of United Parcel Service worth $23.8K as of Q3 2025.
FSA Wealth Management left its United Parcel Service share count unchanged in Q3 2025.
United Parcel Service made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #234 holding.
FSA Wealth Management first reported a position in United Parcel Service in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's United Parcel Service position peaked at $56K in Q4 2023.
1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.