JPWM
UPS icon

Jamison Private Wealth Management’s United Parcel Service UPS Stock Holding History

Jamison Private 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
2026
Q1 		– Hold
0
– – – 225
2025
Q4 		– Hold
0
– – – 215
2025
Q3 		– Sell
-185,216
Closed -$16.8M – 212
2025
Q2 		$18.7M Buy
185,216
+1,548
+0.8% +$152K 2.68% 5
2025
Q1 		$20.2M Buy
183,668
+3,174
+2% +$380K 3.08% 4
2024
Q4 		$22.8M Buy
180,494
+3,721
+2% +$490K 3.36% 4
2024
Q3 		$24.1M Buy
176,773
+2,243
+1% +$294K 3.67% 3
2024
Q2 		$23.9M Buy
174,530
+513
+0.3% +$73.4K 3.97% 3
2024
Q1 		$25.9M Buy
174,017
+1,186
+0.7% +$180K 4.37% 2
2023
Q4 		$27.2M Sell
172,831
-162
-0.1% -$24.5K 5.09% 1
2023
Q3 		$27M Buy
+172,993
New +$29.9M 5.58% 1

Other funds holding UPS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
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