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FullCircle Wealth’s United Parcel Service UPS Stock Holding History

FullCircle Wealth’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 		$8.32M Sell
89,272
-2,910
-3% -$264K 2.93% 1
2025
Q2 		$7.84M Buy
92,182
+3,259
+4% +$321K 2.92% 2
2025
Q1 		$8.63M Sell
88,923
-10,549
-11% -$1.26M 3.55% 1
2024
Q4 		$11.5M Sell
99,472
-2,805
-3% -$369K 4.71% 1
2024
Q3 		$13.8M Sell
102,277
-7,013
-6% -$921K 6.21% 1
2024
Q2 		$14M Buy
+109,290
New +$15.6M 6.89% 1

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FullCircle Wealth's UPS Position: Q3 2025 in Review

FullCircle Wealth reduced its United Parcel Service (UPS) stake by 3.2% in Q3 2025, selling an estimated $264K and leaving 89,272 shares worth $8.32M. The position accounts for 2.93% of the portfolio, ranked #1.

FullCircle Wealth first reported a position in UPS in Q2 2024 and has held it in 6 quarters since. The position peaked at $14M in Q2 2024. 1,942 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • FullCircle Wealth held 89,272 shares of United Parcel Service worth $8.32M as of Q3 2025.
  • FullCircle Wealth sold 2,910 United Parcel Service shares in Q3 2025, an estimated $264K.
  • United Parcel Service made up 2.93% of FullCircle Wealth's portfolio in Q3 2025, its #1 holding.
  • FullCircle Wealth first reported a position in United Parcel Service in Q2 2024 and has held it in 6 quarters since.
  • FullCircle Wealth's United Parcel Service position peaked at $14M in Q2 2024.
  • 1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.