SC&H Financial Advisors’s United Parcel Service UPS Stock Holding History

SC&H Financial Advisors’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	-2,373	Closed	-$240K	–	157
2025 Q2	$240K	Sell	2,373 -1,900	-44%	-$187K	0.04%	138
2025 Q1	$470K	Sell	4,273 -1,000	-19%	-$120K	0.09%	91
2024 Q4	$665K	Hold	5,273	–	–	0.14%	83
2024 Q3	$719K	Buy	5,273 +2	+0%	+$263	0.16%	81
2024 Q2	$721K	Buy	5,271 +158	+3%	+$22.6K	0.18%	73
2024 Q1	$760K	Buy	5,113 +1,000	+24%	+$152K	0.2%	74
2023 Q4	$647K	Hold	4,113	–	–	0.19%	77
2023 Q3	$641K	Buy	4,113 +1	+0%	+$173	0.21%	73
2023 Q2	$737K	Sell	4,112 -8	-0.2%	-$1.42K	0.24%	72
2023 Q1	$799K	Buy	+4,120	New	+$756K	0.29%	65
2022 Q3	–	Sell	-2,900	Closed	-$529K	–	136
2022 Q2	$529K	Buy	2,900 +100	+4%	+$18.2K	0.25%	82
2022 Q1	$600K	Buy	2,800 +100	+4%	+$21.2K	0.29%	72
2021 Q4	$579K	Buy	+2,700	New	+$549K	0.32%	74

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 $3.38T AUM 44.17% 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

SC&H Financial Advisors's UPS Position: Q3 2025 in Review

SC&H Financial Advisors sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,373 shares — an estimated $240K sold.

SC&H Financial Advisors first reported a position in UPS in Q4 2021 and held it in 13 quarters. The position peaked at $799K in Q1 2023. 1,948 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

SC&H Financial Advisors reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
SC&H Financial Advisors sold 2,373 United Parcel Service shares in Q3 2025, an estimated $240K.
SC&H Financial Advisors first reported a position in United Parcel Service in Q4 2021 and held it in 13 quarters.
SC&H Financial Advisors's United Parcel Service position peaked at $799K in Q1 2023.
1,948 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on SC&H Financial Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.