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Harmony Asset Management’s United Parcel Service UPS Stock Holding History

Harmony Asset 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
-11,161
Closed -$1.13M – 179
2025
Q2 		$1.13M Sell
11,161
-338
-3% -$33.3K 0.42% 64
2025
Q1 		$1.26M Buy
11,499
+7,231
+169% +$865K 0.53% 55
2024
Q4 		$538K Buy
+4,268
New +$562K 0.21% 94

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Harmony Asset Management's UPS Position: Q3 2025 in Review

Harmony Asset Management sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 11,161 shares — an estimated $1.13M sold.

Harmony Asset Management first reported a position in UPS in Q4 2024 and held it in 3 quarters. The position peaked at $1.26M in Q1 2025. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Harmony Asset Management reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Harmony Asset Management sold 11,161 United Parcel Service shares in Q3 2025, an estimated $1.13M.
  • Harmony Asset Management first reported a position in United Parcel Service in Q4 2024 and held it in 3 quarters.
  • Harmony Asset Management's United Parcel Service position peaked at $1.26M in Q1 2025.
  • 1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Harmony Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.