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Royal Capital Wealth Management’s United Parcel Service UPS Stock Holding History

Royal Capital Wealth Management’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
-2,498
Closed -$252K – 92
2025
Q2 		$252K Sell
2,498
-122
-5% -$12K 0.17% 73
2025
Q1 		$288K Buy
2,620
+7
+0.3% +$837 0.2% 63
2024
Q4 		$330K Sell
2,613
-48
-2% -$6.32K 0.23% 59
2024
Q3 		$363K Sell
2,661
-46
-2% -$6.04K 0.26% 59
2024
Q2 		$370K Buy
2,707
+7
+0.3% +$1K 0.28% 57
2024
Q1 		$401K Sell
2,700
-585
-18% -$88.9K 0.32% 55
2023
Q4 		$516K Sell
3,285
-275
-8% -$41.6K 0.45% 44
2023
Q3 		$555K Sell
3,560
-346
-9% -$59.7K 0.53% 36
2023
Q2 		$700K Sell
3,906
-63
-2% -$11.2K 0.66% 33
2023
Q1 		$770K Buy
3,969
+569
+17% +$104K 0.78% 32
2022
Q4 		$591K Buy
3,400
+4
+0.1% +$692 0.63% 35
2022
Q3 		$549K Buy
3,396
+101
+3% +$19.1K 0.64% 38
2022
Q2 		$601K Sell
3,295
-86
-3% -$15.7K 0.65% 36
2022
Q1 		$725K Sell
3,381
-1
-0% -$212 0.71% 35
2021
Q4 		$725K Buy
+3,382
New +$688K 0.7% 35

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Capital Wealth Management's UPS Position: Q3 2025 in Review

Royal Capital Wealth Management sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,498 shares — an estimated $252K sold.

Royal Capital Wealth Management first reported a position in UPS in Q4 2021 and held it in 15 quarters. The position peaked at $770K in Q1 2023. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Royal Capital Wealth Management reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Royal Capital Wealth Management sold 2,498 United Parcel Service shares in Q3 2025, an estimated $252K.
  • Royal Capital Wealth Management first reported a position in United Parcel Service in Q4 2021 and held it in 15 quarters.
  • Royal Capital Wealth Management's United Parcel Service position peaked at $770K in Q1 2023.
  • 1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Royal Capital Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.