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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
2026
Q2 		– Hold
0
– – – 10
2026
Q1 		– Hold
0
– – – 8
2025
Q4 		– Hold
0
– – – 6
2025
Q3 		– Hold
0
– – – 7

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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. 1,943 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.
  • 1,943 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.