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

Napa 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 		$216K Buy
+2,588
New +$234K 0.1% 136

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

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

Napa Wealth Management opened a new position in United Parcel Service (UPS) in Q3 2025: 2,588 shares worth $216K. The stake represents 0.1% of the portfolio and ranks #136 among its holdings.

1,943 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Napa Wealth Management held 2,588 shares of United Parcel Service worth $216K as of Q3 2025.
  • United Parcel Service was a new Napa Wealth Management position in Q3 2025.
  • United Parcel Service made up 0.1% of Napa Wealth Management's portfolio in Q3 2025, its #136 holding.
  • 1,943 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.