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Meadow Creek Wealth Advisors’s United Parcel Service UPS Stock Holding History

Meadow Creek Wealth Advisors’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
-2,105
Closed -$212K – 151
2025
Q2 		$212K Sell
2,105
-29
-1% -$2.85K 0.14% 135
2025
Q1 		$235K Buy
2,134
+209
+11% +$25K 0.18% 121
2024
Q4 		$243K Buy
1,925
+20
+1% +$2.63K 0.17% 116
2024
Q3 		$260K Sell
1,905
-530
-22% -$69.6K 0.21% 110
2024
Q2 		$333K Sell
2,435
-7
-0.3% -$1K 0.32% 83
2024
Q1 		$363K Buy
2,442
+384
+19% +$58.4K 0.25% 91
2023
Q4 		$324K Buy
+2,058
New +$311K 0.31% 74
2022
Q3 		$285K Buy
1,763
+73
+4% +$13.8K 0.38% 70
2022
Q2 		$308K Sell
1,690
-233
-12% -$42.5K 0.38% 69
2022
Q1 		$412K Hold
1,923
– – 0.45% 64
2021
Q4 		$412K Buy
+1,923
New +$391K 0.39% 74
2019
Q4 		$245K Buy
+2,097
New +$248K 0.34% 82

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Meadow Creek Wealth Advisors's UPS Position: Q3 2025 in Review

Meadow Creek Wealth Advisors sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,105 shares — an estimated $212K sold.

Meadow Creek Wealth Advisors first reported a position in UPS in Q4 2019 and held it in 12 quarters. The position peaked at $412K in Q1 2022. 1,942 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Meadow Creek Wealth Advisors reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Meadow Creek Wealth Advisors sold 2,105 United Parcel Service shares in Q3 2025, an estimated $212K.
  • Meadow Creek Wealth Advisors first reported a position in United Parcel Service in Q4 2019 and held it in 12 quarters.
  • Meadow Creek Wealth Advisors's United Parcel Service position peaked at $412K in Q1 2022.
  • 1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Meadow Creek Wealth Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.