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

FSC 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 Q2	–	Sell	-318	Closed	-$34.9K	–	237
2025 Q1	$34.9K	Buy	318 +251	+375%	+$30K	0.02%	136
2024 Q4	$8.42K	Sell	67 -4	-6%	-$526	0.01%	211
2024 Q3	$9.66K	Buy	71 +1	+1%	+$131	0.01%	196
2024 Q2	$9.58K	Hold	70	–	–	0.01%	197
2024 Q1	$10.4K	Sell	70 -1	-1%	-$152	0.01%	196
2023 Q4	$11.2K	Hold	71	–	–	0.01%	198
2023 Q3	$11.1K	Buy	+71	New	+$12.3K	0.01%	163

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

FSC Wealth Advisors's UPS Position: Q2 2025 in Review

FSC Wealth Advisors sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 318 shares — an estimated $34.9K sold.

FSC Wealth Advisors first reported a position in UPS in Q3 2023 and held it in 7 quarters. The position peaked at $34.9K in Q1 2025. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

FSC Wealth Advisors reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 318 United Parcel Service shares in Q2 2025, an estimated $34.9K.
FSC Wealth Advisors first reported a position in United Parcel Service in Q3 2023 and held it in 7 quarters.
FSC Wealth Advisors's United Parcel Service position peaked at $34.9K in Q1 2025.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.