Unique Wealth Strategies’s United Parcel Service UPS Stock Holding History

Unique Wealth Strategies’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	-8,226	Closed	-$687K	–	268
2025 Q3	$687K	Buy	+8,226	New	+$745K	0.27%	102
2024 Q3	–	Sell	-868	Closed	-$129K	–	648
2024 Q2	$129K	Buy	+868	New	+$124K	0.06%	195

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Unique Wealth Strategies's UPS Position: Q4 2025 in Review

Unique Wealth Strategies sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 8,226 shares — an estimated $687K sold.

Unique Wealth Strategies first reported a position in UPS in Q2 2024 and held it in 2 quarters. The position peaked at $687K in Q3 2025. 2,114 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Unique Wealth Strategies reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
Unique Wealth Strategies sold 8,226 United Parcel Service shares in Q4 2025, an estimated $687K.
Unique Wealth Strategies first reported a position in United Parcel Service in Q2 2024 and held it in 2 quarters.
Unique Wealth Strategies's United Parcel Service position peaked at $687K in Q3 2025.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Unique Wealth Strategies's 13F filing for Q4 2025, filed 14 Jul 2026.