Massachusetts Wealth Management’s United Parcel Service UPS Stock Holding History

Massachusetts 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 Q3	–	Sell	-1,995	Closed	-$201K	–	98
2025 Q2	$201K	Sell	1,995 -100	-5%	-$9.84K	0.11%	94
2025 Q1	$230K	Sell	2,095 -225	-10%	-$26.9K	0.16%	79
2024 Q4	$293K	Sell	2,320 -25	-1%	-$3.29K	0.18%	82
2024 Q3	$320K	Sell	2,345 -3,445	-59%	-$452K	0.2%	82
2024 Q2	$792K	Hold	5,790	–	–	0.53%	65
2024 Q1	$861K	Hold	5,790	–	–	0.61%	61
2023 Q4	$910K	Buy	5,790 +25	+0.4%	+$3.78K	0.73%	55
2023 Q3	$899K	Hold	5,765	–	–	0.83%	50
2023 Q2	$1.03M	Buy	5,765 +90	+2%	+$16K	0.99%	43
2023 Q1	$1.1M	Sell	5,675 -200	-3%	-$36.7K	1.14%	38
2022 Q4	$1.09M	Buy	+5,875	New	+$1.02M	1.05%	41

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return