JAG
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Journey Advisory Group’s United Parcel Service UPS Stock Holding History

Journey Advisory Group’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
-3,557
Closed -$359K – 288
2025
Q2 		$359K Hold
3,557
– – 0.03% 228
2025
Q1 		$391K Buy
3,557
+231
+7% +$27.6K 0.03% 216
2024
Q4 		$455K Hold
3,326
– – 0.05% 161
2024
Q3 		$455K Sell
3,326
-50
-1% -$6.57K 0.05% 161
2024
Q2 		$462K Buy
3,376
+1,802
+114% +$258K 0.06% 160
2024
Q1 		$234K Buy
1,574
+151
+11% +$23K 0.03% 217
2023
Q4 		$224K Buy
1,423
+1
+0.1% +$151 0.03% 207
2023
Q3 		$222K Sell
1,422
-568
-29% -$98K 0.03% 202
2023
Q2 		$357K Hold
1,990
– – 0.05% 169
2023
Q1 		$386K Buy
1,990
+144
+8% +$26.4K 0.06% 167
2022
Q4 		$321K Buy
1,846
+1
+0.1% +$173 0.08% 170
2022
Q3 		$298K Sell
1,845
-370
-17% -$70.1K 0.08% 184
2022
Q2 		$433K Buy
2,215
+738
+50% +$135K 0.1% 167
2022
Q1 		$317K Buy
1,477
+95
+7% +$20.2K 0.08% 182
2021
Q4 		$296K Buy
1,382
+5
+0.4% +$1.02K 0.08% 178
2021
Q3 		$251K Buy
1,377
+8
+0.6% +$1.58K 0.08% 175
2021
Q2 		$285K Sell
1,369
-50
-4% -$10K 0.09% 168
2021
Q1 		$241K Sell
1,419
-1
-0.1% -$162 0.08% 174
2020
Q4 		$239K Buy
+1,420
New +$240K 0.09% 162

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 $3.38T AUM 44.17% 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

Journey Advisory Group's UPS Position: Q3 2025 in Review

Journey Advisory Group sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 3,557 shares — an estimated $359K sold.

Journey Advisory Group first reported a position in UPS in Q4 2020 and held it in 19 quarters. The position peaked at $462K in Q2 2024. 1,948 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Journey Advisory Group reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Journey Advisory Group sold 3,557 United Parcel Service shares in Q3 2025, an estimated $359K.
  • Journey Advisory Group first reported a position in United Parcel Service in Q4 2020 and held it in 19 quarters.
  • Journey Advisory Group's United Parcel Service position peaked at $462K in Q2 2024.
  • 1,948 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Journey Advisory Group's 13F filing for Q3 2025, filed 10 Nov 2025.