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Litman Gregory Wealth Management’s United Parcel Service UPS Stock Holding History

Litman Gregory 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
Q4 		$100 Buy
+1
New +$94 ﹤0.01% 354
2020
Q4 		– Sell
-86
Closed -$14K – 219
2020
Q3 		$14K Buy
+86
New +$12.5K ﹤0.01% 134
2020
Q1 		– Sell
-35
Closed -$4K – 208
2019
Q4 		$4K Buy
+35
New +$4.14K ﹤0.01% 186

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 $3.37T 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Litman Gregory Wealth Management's UPS Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in United Parcel Service (UPS) in Q4 2025: 1 share worth $100. The stake represents ﹤0.01% of the portfolio and ranks #354 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in UPS as recently as Q3 2020.

Litman Gregory Wealth Management first reported a position in UPS in Q4 2019 and has held it in 3 quarters since. The position peaked at $14K in Q3 2020. 2,119 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • Litman Gregory Wealth Management held 1 share of United Parcel Service worth $100 as of Q4 2025.
  • United Parcel Service was a new Litman Gregory Wealth Management position in Q4 2025.
  • United Parcel Service made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #354 holding.
  • Litman Gregory Wealth Management first reported a position in United Parcel Service in Q4 2019 and has held it in 3 quarters since.
  • Litman Gregory Wealth Management's United Parcel Service position peaked at $14K in Q3 2020.
  • 2,119 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.