Principia Wealth Advisory’s United Parcel Service UPS Stock Holding History

Principia Wealth Advisory’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 Q4	$3.97K	Buy	40 +7	+21%	+$655	﹤0.01%	318
2025 Q3	$2.76K	Buy	33 +3	+10%	+$272	﹤0.01%	378
2025 Q2	$3.03K	Buy	30 +6	+25%	+$590	﹤0.01%	306
2025 Q1	$2.39K	Buy	24 +4	+20%	+$478	﹤0.01%	265
2024 Q4	$2.52K	Buy	+20	New	+$2.63K	﹤0.01%	210

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Principia Wealth Advisory's UPS Position: Q4 2025 in Review

Principia Wealth Advisory increased its United Parcel Service (UPS) stake by 21% in Q4 2025, buying an estimated $655 and bringing the position to 40 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Principia Wealth Advisory first reported a position in UPS in Q4 2024 and has held it in 5 quarters since. 2,119 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Principia Wealth Advisory held 40 shares of United Parcel Service worth $3.97K as of Q4 2025.
Principia Wealth Advisory bought 7 United Parcel Service shares in Q4 2025, an estimated $655.
United Parcel Service made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #318 holding.
Principia Wealth Advisory first reported a position in United Parcel Service in Q4 2024 and has held it in 5 quarters since.
2,119 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.