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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Jamison Private Wealth Management's UPS Position: Q3 2025 in Review

Jamison Private Wealth Management sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 185,216 shares — an estimated $16.8M sold.

Jamison Private Wealth Management first reported a position in UPS in Q3 2023 and held it in 8 quarters. The position peaked at $27.2M in Q4 2023. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Jamison Private Wealth Management reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Jamison Private Wealth Management sold 185,216 United Parcel Service shares in Q3 2025, an estimated $16.8M.
  • Jamison Private Wealth Management first reported a position in United Parcel Service in Q3 2023 and held it in 8 quarters.
  • Jamison Private Wealth Management's United Parcel Service position peaked at $27.2M in Q4 2023.
  • 1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Jamison Private Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.