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

Ridgecrest 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
Q4 		– Sell
-2,757
Closed -$230K – 122
2025
Q3 		$230K Buy
2,757
+500
+22% +$45.3K 0.1% 107
2025
Q2 		$228K Buy
2,257
+277
+14% +$27.3K 0.12% 101
2025
Q1 		$218K Buy
+1,980
New +$237K 0.11% 104
2024
Q3 		– Sell
-1,463
Closed -$200K – 116
2024
Q2 		$200K Sell
1,463
-139
-9% -$19.9K 0.12% 102
2024
Q1 		$238K Hold
1,602
– – 0.14% 94
2023
Q4 		$252K Sell
1,602
-550
-26% -$83.2K 0.17% 85
2023
Q3 		$335K Hold
2,152
– – 0.24% 67
2023
Q2 		$386K Buy
2,152
+70
+3% +$12.4K 0.26% 64
2023
Q1 		$404K Hold
2,082
– – 0.29% 58
2022
Q4 		$362K Buy
2,082
+69
+3% +$11.9K 0.27% 64
2022
Q3 		$325K Buy
2,013
+69
+4% +$13.1K 0.27% 66
2022
Q2 		$355K Buy
1,944
+181
+10% +$33K 0.26% 68
2022
Q1 		$378K Hold
1,763
– – 0.24% 75
2021
Q4 		$378K Hold
1,763
– – 0.18% 90
2021
Q3 		$321K Hold
1,763
– – 0.17% 89
2021
Q2 		$367K Buy
1,763
+88
+5% +$17.6K 0.23% 76
2021
Q1 		$285K Buy
+1,675
New +$271K 0.27% 69

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ridgecrest Wealth Partners's UPS Position: Q4 2025 in Review

Ridgecrest Wealth Partners sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 2,757 shares — an estimated $230K sold.

Ridgecrest Wealth Partners first reported a position in UPS in Q1 2021 and held it in 17 quarters. The position peaked at $404K in Q1 2023. 2,119 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • Ridgecrest Wealth Partners reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
  • Ridgecrest Wealth Partners sold 2,757 United Parcel Service shares in Q4 2025, an estimated $230K.
  • Ridgecrest Wealth Partners first reported a position in United Parcel Service in Q1 2021 and held it in 17 quarters.
  • Ridgecrest Wealth Partners's United Parcel Service position peaked at $404K in Q1 2023.
  • 2,119 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Ridgecrest Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.