Gilliland Jeter Wealth Management’s United Parcel Service UPS Stock Holding History

Gilliland Jeter 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	–	Sell	-3,838	Closed	-$387K	–	184
2025 Q2	$387K	Buy	3,838 +9	+0.2%	+$885	0.13%	126
2025 Q1	$421K	Sell	3,829 -354	-8%	-$42.3K	0.15%	113
2024 Q4	$527K	Buy	4,183 +10	+0.2%	+$1.32K	0.18%	108
2024 Q3	$569K	Buy	4,173 +1	+0%	+$131	0.18%	105
2024 Q2	$571K	Buy	4,172 +9	+0.2%	+$1.29K	0.19%	101
2024 Q1	$619K	Sell	4,163 -185	-4%	-$28.1K	0.22%	100
2023 Q4	$684K	Buy	+4,348	New	+$657K	0.28%	86

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gilliland Jeter Wealth Management's UPS Position: Q3 2025 in Review

Gilliland Jeter Wealth Management sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 3,838 shares — an estimated $387K sold.

Gilliland Jeter Wealth Management first reported a position in UPS in Q4 2023 and held it in 7 quarters. The position peaked at $684K in Q4 2023. 1,948 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

Gilliland Jeter Wealth Management reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
Gilliland Jeter Wealth Management sold 3,838 United Parcel Service shares in Q3 2025, an estimated $387K.
Gilliland Jeter Wealth Management first reported a position in United Parcel Service in Q4 2023 and held it in 7 quarters.
Gilliland Jeter Wealth Management's United Parcel Service position peaked at $684K in Q4 2023.
1,948 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Gilliland Jeter Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.