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

Revolve 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 Q2	–	Sell	-4,187	Closed	-$461K	–	242
2025 Q1	$461K	Sell	4,187 -235	-5%	-$28.1K	0.07%	128
2024 Q4	$558K	Buy	4,422 +75	+2%	+$9.87K	0.08%	112
2024 Q3	$593K	Buy	4,347 +85	+2%	+$11.2K	0.09%	105
2024 Q2	$583K	Buy	+4,262	New	+$610K	0.1%	93

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Revolve Wealth Partners's UPS Position: Q2 2025 in Review

Revolve Wealth Partners sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 4,187 shares — an estimated $461K sold.

Revolve Wealth Partners first reported a position in UPS in Q2 2024 and held it in 4 quarters. The position peaked at $593K in Q3 2024. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Revolve Wealth Partners reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
Revolve Wealth Partners sold 4,187 United Parcel Service shares in Q2 2025, an estimated $461K.
Revolve Wealth Partners first reported a position in United Parcel Service in Q2 2024 and held it in 4 quarters.
Revolve Wealth Partners's United Parcel Service position peaked at $593K in Q3 2024.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Revolve Wealth Partners's 13F filing for Q2 2025, filed 28 Jul 2025.