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My Legacy Advisors’s United Parcel Service UPS Stock Holding History

My Legacy 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
Q2 		$356K Buy
+3,460
New +$340K 0.13% 160

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

My Legacy Advisors's UPS Position: Q2 2025 in Review

My Legacy Advisors opened a new position in United Parcel Service (UPS) in Q2 2025: 3,460 shares worth $356K. The stake represents 0.13% of the portfolio and ranks #160 among its holdings.

2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • My Legacy Advisors held 3,460 shares of United Parcel Service worth $356K as of Q2 2025.
  • United Parcel Service was a new My Legacy Advisors position in Q2 2025.
  • United Parcel Service made up 0.13% of My Legacy Advisors's portfolio in Q2 2025, its #160 holding.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.