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Liberty Square Wealth Partners’s United Parcel Service UPS Stock Holding History

Liberty Square Wealth Partners’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
Q2 		– Sell
-2,078
Closed -$229K – 154
2025
Q1 		$229K Hold
2,078
– – 0.09% 134
2024
Q4 		$242K Buy
+2,078
New +$273K 0.09% 133

Other funds holding UPS

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Liberty Square Wealth Partners's UPS Position: Q2 2025 in Review

Liberty Square Wealth Partners sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 2,078 shares — an estimated $229K sold.

Liberty Square Wealth Partners first reported a position in UPS in Q4 2024 and held it in 2 quarters. The position peaked at $242K in Q4 2024. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Liberty Square Wealth Partners reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Liberty Square Wealth Partners sold 2,078 United Parcel Service shares in Q2 2025, an estimated $229K.
  • Liberty Square Wealth Partners first reported a position in United Parcel Service in Q4 2024 and held it in 2 quarters.
  • Liberty Square Wealth Partners's United Parcel Service position peaked at $242K in Q4 2024.
  • 2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.