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Synergy Financial Group’s United Parcel Service UPS Stock Holding History

Synergy Financial Group’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
-2,497
Closed -$252K – 117
2025
Q2 		$252K Buy
2,497
+82
+3% +$8.07K 0.19% 100
2025
Q1 		$266K Buy
+2,415
New +$289K 0.24% 87

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Synergy Financial Group's UPS Position: Q3 2025 in Review

Synergy Financial Group sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,497 shares — an estimated $252K sold.

Synergy Financial Group first reported a position in UPS in Q1 2025 and held it in 2 quarters. The position peaked at $266K in Q1 2025. 1,942 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Synergy Financial Group reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Synergy Financial Group sold 2,497 United Parcel Service shares in Q3 2025, an estimated $252K.
  • Synergy Financial Group first reported a position in United Parcel Service in Q1 2025 and held it in 2 quarters.
  • Synergy Financial Group's United Parcel Service position peaked at $266K in Q1 2025.
  • 1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Synergy Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.