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Jacksonville Wealth Management’s United Parcel Service UPS Stock Holding History

Jacksonville 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
Q4 		– Sell
-2,600
Closed -$217K – 77
2025
Q3 		$217K Sell
2,600
-74
-3% -$6.7K 0.16% 65
2025
Q2 		$270K Sell
2,674
-60
-2% -$5.9K 0.22% 57
2025
Q1 		$301K Sell
2,734
-158
-5% -$18.9K 0.3% 50
2024
Q4 		$365K Buy
+2,892
New +$381K 0.34% 45

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jacksonville Wealth Management's UPS Position: Q4 2025 in Review

Jacksonville Wealth Management sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 2,600 shares — an estimated $217K sold.

Jacksonville Wealth Management first reported a position in UPS in Q4 2024 and held it in 4 quarters. The position peaked at $365K in Q4 2024. 2,115 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • Jacksonville Wealth Management reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
  • Jacksonville Wealth Management sold 2,600 United Parcel Service shares in Q4 2025, an estimated $217K.
  • Jacksonville Wealth Management first reported a position in United Parcel Service in Q4 2024 and held it in 4 quarters.
  • Jacksonville Wealth Management's United Parcel Service position peaked at $365K in Q4 2024.
  • 2,115 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Jacksonville Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.