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SFMG Wealth Advisors’s United Parcel Service UPS Stock Holding History

SFMG Wealth 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
Q4 		– Sell
-2,522
Closed -$211K – 329
2025
Q3 		$211K Buy
2,522
+506
+25% +$45.8K 0.01% 277
2025
Q2 		$203K Sell
2,016
-102
-5% -$10K 0.02% 257
2025
Q1 		$233K Sell
2,118
-4
-0.2% -$478 0.02% 239
2024
Q4 		$268K Buy
2,122
+487
+30% +$64.1K 0.02% 216
2024
Q3 		$223K Sell
1,635
-18
-1% -$2.36K 0.02% 234
2024
Q2 		$226K Buy
1,653
+30
+2% +$4.29K 0.02% 224
2024
Q1 		$241K Buy
1,623
+1
+0.1% +$152 0.02% 223
2023
Q4 		$255K Sell
1,622
-968
-37% -$146K 0.02% 211
2023
Q3 		$404K Buy
2,590
+4
+0.2% +$690 0.04% 151
2023
Q2 		$464K Sell
2,586
-1,031
-29% -$183K 0.05% 136
2023
Q1 		$702K Buy
3,617
+107
+3% +$19.6K 0.08% 106
2022
Q4 		$610K Buy
3,510
+159
+5% +$27.5K 0.07% 117
2022
Q3 		$534K Sell
3,351
-13
-0.4% -$2.46K 0.06% 121
2022
Q2 		$614K Buy
3,364
+33
+1% +$6.02K 0.07% 109
2022
Q1 		$714K Sell
3,331
-59
-2% -$12.5K 0.07% 112
2021
Q4 		$727K Sell
3,390
-265
-7% -$53.9K 0.07% 119
2021
Q3 		$666K Buy
3,655
+103
+3% +$20.3K 0.07% 115
2021
Q2 		$739K Sell
3,552
-330
-9% -$66K 0.08% 109
2021
Q1 		$660K Hold
3,882
– – 0.08% 113
2020
Q4 		$654K Buy
3,882
+1,791
+86% +$302K 0.08% 108
2020
Q3 		$348K Buy
+2,091
New +$304K 0.05% 129

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFMG Wealth Advisors's UPS Position: Q4 2025 in Review

SFMG Wealth Advisors sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 2,522 shares — an estimated $211K sold.

SFMG Wealth Advisors first reported a position in UPS in Q3 2020 and held it in 21 quarters. The position peaked at $739K in Q2 2021. 2,114 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • SFMG Wealth Advisors reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
  • SFMG Wealth Advisors sold 2,522 United Parcel Service shares in Q4 2025, an estimated $211K.
  • SFMG Wealth Advisors first reported a position in United Parcel Service in Q3 2020 and held it in 21 quarters.
  • SFMG Wealth Advisors's United Parcel Service position peaked at $739K in Q2 2021.
  • 2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

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