Phillips Wealth Planners’s United Parcel Service UPS Stock Holding History

Phillips Wealth Planners’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	-2,761	Closed	-$283K	–	213
2025 Q2	$283K	Sell	2,761 -34	-1%	-$3.35K	0.26%	143
2025 Q1	$271K	Buy	+2,795	New	+$334K	0.29%	125
2024 Q4	–	Sell	-3,584	Closed	-$487K	–	197
2024 Q3	$487K	Sell	3,584 -261	-7%	-$34.3K	0.47%	69
2024 Q2	$522K	Sell	3,845 -116	-3%	-$16.6K	0.55%	59
2024 Q1	$566K	Buy	3,961 +781	+25%	+$119K	0.65%	41
2023 Q4	$498K	Sell	3,180 -1,454	-31%	-$220K	0.6%	51
2023 Q3	$705K	Sell	4,634 -1,025	-18%	-$177K	0.95%	32
2023 Q2	$1.01M	Buy	5,659 +78	+1%	+$13.8K	1.33%	17
2023 Q1	$1.02M	Buy	5,581 +192	+4%	+$35.2K	1.34%	12
2022 Q4	$1.01M	Buy	+5,389	New	+$933K	1.76%	16

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phillips Wealth Planners's UPS Position: Q3 2025 in Review

Phillips Wealth Planners sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,761 shares — an estimated $283K sold.

Phillips Wealth Planners first reported a position in UPS in Q4 2022 and held it in 10 quarters. The position peaked at $1.02M in Q1 2023. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

Phillips Wealth Planners reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
Phillips Wealth Planners sold 2,761 United Parcel Service shares in Q3 2025, an estimated $283K.
Phillips Wealth Planners first reported a position in United Parcel Service in Q4 2022 and held it in 10 quarters.
Phillips Wealth Planners's United Parcel Service position peaked at $1.02M in Q1 2023.
1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Phillips Wealth Planners's 13F filing for Q3 2025, filed 7 Nov 2025.