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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
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
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

Massachusetts Wealth Management's UPS Position: Q3 2025 in Review

Massachusetts Wealth Management sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 1,995 shares — an estimated $201K sold.

Massachusetts Wealth Management first reported a position in UPS in Q4 2022 and held it in 11 quarters. The position peaked at $1.1M in Q1 2023. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Massachusetts Wealth Management reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Massachusetts Wealth Management sold 1,995 United Parcel Service shares in Q3 2025, an estimated $201K.
  • Massachusetts Wealth Management first reported a position in United Parcel Service in Q4 2022 and held it in 11 quarters.
  • Massachusetts Wealth Management's United Parcel Service position peaked at $1.1M in Q1 2023.
  • 1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Massachusetts Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.