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Meriwether Wealth & Planning’s United Parcel Service UPS Stock Holding History

Meriwether Wealth & Planning’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
-2,278
Closed -$230K – 132
2025
Q2 		$230K Buy
2,278
+448
+24% +$44.1K 0.14% 110
2025
Q1 		$201K Buy
+1,830
New +$219K 0.13% 120

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

Meriwether Wealth & Planning's UPS Position: Q3 2025 in Review

Meriwether Wealth & Planning sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,278 shares — an estimated $230K sold.

Meriwether Wealth & Planning first reported a position in UPS in Q1 2025 and held it in 2 quarters. The position peaked at $230K in Q2 2025. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Meriwether Wealth & Planning reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Meriwether Wealth & Planning sold 2,278 United Parcel Service shares in Q3 2025, an estimated $230K.
  • Meriwether Wealth & Planning first reported a position in United Parcel Service in Q1 2025 and held it in 2 quarters.
  • Meriwether Wealth & Planning's United Parcel Service position peaked at $230K in Q2 2025.
  • 1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2025, filed 15 Oct 2025.