Precedent Wealth Partners’s United Parcel Service UPS Stock Holding History

Precedent Wealth Partners’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	-12,006	Closed	-$1.21M	–	178
2025 Q2	$1.21M	Buy	12,006 +2,519	+27%	+$248K	0.3%	100
2025 Q1	$1.04M	Buy	9,487 +2,862	+43%	+$342K	0.29%	97
2024 Q4	$835K	Sell	6,625 -301	-4%	-$39.6K	0.27%	94
2024 Q3	$944K	Buy	6,926 +1,097	+19%	+$144K	0.31%	84
2024 Q2	$798K	Buy	5,829 +633	+12%	+$90.6K	0.32%	80
2024 Q1	$772K	Buy	5,196 +569	+12%	+$86.5K	0.33%	78
2023 Q4	$727K	Buy	+4,627	New	+$700K	0.37%	72

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

Precedent Wealth Partners's UPS Position: Q3 2025 in Review

Precedent Wealth Partners sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 12,006 shares — an estimated $1.21M sold.

Precedent Wealth Partners first reported a position in UPS in Q4 2023 and held it in 7 quarters. The position peaked at $1.21M in Q2 2025. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

Precedent Wealth Partners reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
Precedent Wealth Partners sold 12,006 United Parcel Service shares in Q3 2025, an estimated $1.21M.
Precedent Wealth Partners first reported a position in United Parcel Service in Q4 2023 and held it in 7 quarters.
Precedent Wealth Partners's United Parcel Service position peaked at $1.21M in Q2 2025.
1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Precedent Wealth Partners's 13F filing for Q3 2025, filed 14 Oct 2025.