Siligmueller & Norvid Wealth Advisors’s United Parcel Service UPS Stock Holding History

Siligmueller & Norvid 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 Q3	$225K	Buy	+2,688	New	+$243K	0.1%	146

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's UPS Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in United Parcel Service (UPS) in Q3 2025: 2,688 shares worth $225K. The stake represents 0.1% of the portfolio and ranks #146 among its holdings.

1,942 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 2,688 shares of United Parcel Service worth $225K as of Q3 2025.
United Parcel Service was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
United Parcel Service made up 0.1% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #146 holding.
1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.