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Heritage Wealth Management (Ohio)’s United Parcel Service UPS Stock Holding History

Heritage Wealth Management (Ohio)’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
-4,704
Closed -$475K – 255
2025
Q2 		$475K Sell
4,704
-2,934
-38% -$289K 0.15% 147
2025
Q1 		$840K Sell
7,638
-1,278
-14% -$153K 0.29% 89
2024
Q4 		$1.12M Sell
8,916
-491
-5% -$64.6K 0.37% 71
2024
Q3 		$1.28M Sell
9,407
-1,152
-11% -$151K 0.42% 64
2024
Q2 		$1.44M Buy
+10,559
New +$1.51M 0.48% 54

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

Heritage Wealth Management (Ohio)'s UPS Position: Q3 2025 in Review

Heritage Wealth Management (Ohio) sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 4,704 shares — an estimated $475K sold.

Heritage Wealth Management (Ohio) first reported a position in UPS in Q2 2024 and held it in 5 quarters. The position peaked at $1.44M in Q2 2024. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Heritage Wealth Management (Ohio) reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 4,704 United Parcel Service shares in Q3 2025, an estimated $475K.
  • Heritage Wealth Management (Ohio) first reported a position in United Parcel Service in Q2 2024 and held it in 5 quarters.
  • Heritage Wealth Management (Ohio)'s United Parcel Service position peaked at $1.44M in Q2 2024.
  • 1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q3 2025, filed 4 Nov 2025.