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Legacy Wealth Asset Management’s United Parcel Service UPS Stock Holding History

Legacy Wealth Asset 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
-3,924
Closed -$396K – 377
2025
Q2 		$396K Buy
3,924
+139
+4% +$13.7K 0.1% 282
2025
Q1 		$416K Buy
3,785
+200
+6% +$23.9K 0.12% 259
2024
Q4 		$452K Sell
3,585
-209
-6% -$27.5K 0.12% 250
2024
Q3 		$517K Buy
3,794
+136
+4% +$17.9K 0.14% 244
2024
Q2 		$501K Buy
3,658
+168
+5% +$24.1K 0.14% 229
2024
Q1 		$519K Buy
3,490
+73
+2% +$11.1K 0.14% 226
2023
Q4 		$537K Buy
3,417
+9
+0.3% +$1.36K 0.18% 206
2023
Q3 		$531K Buy
3,408
+5
+0.1% +$863 0.2% 183
2023
Q2 		$610K Buy
3,403
+1
+0% +$178 0.21% 157
2023
Q1 		$660K Sell
3,402
-157
-4% -$28.8K 0.24% 143
2022
Q4 		$619K Buy
3,559
+49
+1% +$8.48K 0.24% 147
2022
Q3 		$567K Sell
3,510
-2,185
-38% -$414K 0.25% 140
2022
Q2 		$1.04M Buy
5,695
+64
+1% +$11.7K 0.42% 68
2022
Q1 		$1.21M Buy
5,631
+44
+0.8% +$9.35K 0.43% 64
2021
Q4 		$1.2M Sell
5,587
-40
-0.7% -$8.14K 0.41% 63
2021
Q3 		$1.02M Sell
5,627
-55
-1% -$10.9K 0.47% 62
2021
Q2 		$1.18M Buy
5,682
+15
+0.3% +$3K 0.53% 41
2021
Q1 		$963K Buy
5,667
+31
+0.6% +$5.01K 0.44% 63
2020
Q4 		$949K Buy
+5,636
New +$951K 0.48% 45

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

Legacy Wealth Asset Management's UPS Position: Q3 2025 in Review

Legacy Wealth Asset Management sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 3,924 shares — an estimated $396K sold.

Legacy Wealth Asset Management first reported a position in UPS in Q4 2020 and held it in 19 quarters. The position peaked at $1.21M in Q1 2022. 1,948 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Legacy Wealth Asset Management reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 3,924 United Parcel Service shares in Q3 2025, an estimated $396K.
  • Legacy Wealth Asset Management first reported a position in United Parcel Service in Q4 2020 and held it in 19 quarters.
  • Legacy Wealth Asset Management's United Parcel Service position peaked at $1.21M in Q1 2022.
  • 1,948 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

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