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Waldron Private Wealth’s United Parcel Service UPS Stock Holding History

Waldron Private Wealth’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
-4,035
Closed -$407K – 320
2025
Q2 		$407K Sell
4,035
-250
-6% -$24.6K 0.02% 210
2025
Q1 		$471K Sell
4,285
-1,364
-24% -$163K 0.02% 188
2024
Q4 		$712K Buy
5,649
+2,403
+74% +$316K 0.03% 204
2024
Q3 		$443K Sell
3,246
-428
-12% -$56.2K 0.02% 264
2024
Q2 		$503K Sell
3,674
-337
-8% -$48.3K 0.02% 233
2024
Q1 		$596K Sell
4,011
-226
-5% -$34.4K 0.03% 215
2023
Q4 		$666K Buy
4,237
+754
+22% +$114K 0.03% 197
2023
Q3 		$543K Sell
3,483
-685
-16% -$118K 0.03% 215
2023
Q2 		$747K Sell
4,168
-3,055
-42% -$542K 0.04% 182
2023
Q1 		$1.4M Buy
7,223
+182
+3% +$33.4K 0.07% 135
2022
Q4 		$1.14M Hold
7,041
– – 0.07% 142
2022
Q3 		$1.14M Buy
7,041
+450
+7% +$85.2K 0.07% 142
2022
Q2 		$1.2M Buy
6,591
+357
+6% +$65.1K 0.07% 153
2022
Q1 		$1.34M Buy
6,234
+104
+2% +$22.1K 0.07% 147
2021
Q4 		$1.31M Buy
6,130
+250
+4% +$50.8K 0.06% 147
2021
Q3 		$1.07M Buy
5,880
+1,282
+28% +$253K 0.06% 147
2021
Q2 		$956K Buy
4,598
+43
+0.9% +$8.6K 0.06% 143
2021
Q1 		$774K Sell
4,555
-268
-6% -$43.4K 0.05% 148
2020
Q4 		$812K Buy
4,823
+109
+2% +$18.4K 0.06% 141
2020
Q3 		$785K Buy
4,714
+34
+0.7% +$4.95K 0.07% 132
2020
Q2 		$520K Buy
4,680
+2,159
+86% +$216K 0.05% 154
2020
Q1 		$235K Sell
2,521
-202
-7% -$20.9K 0.03% 209
2019
Q4 		$318K Sell
2,723
-4
-0.1% -$474 0.03% 203
2019
Q3 		$326K Sell
2,727
-4,093
-60% -$468K 0.03% 183
2019
Q2 		$704K Buy
6,820
+1,215
+22% +$126K 0.07% 110
2019
Q1 		$626K Sell
5,605
-241
-4% -$25.6K 0.07% 126
2018
Q4 		$570K Buy
+5,846
New +$634K 0.08% 111

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waldron Private Wealth's UPS Position: Q3 2025 in Review

Waldron Private Wealth sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 4,035 shares — an estimated $407K sold.

Waldron Private Wealth first reported a position in UPS in Q4 2018 and held it in 27 quarters. The position peaked at $1.4M in Q1 2023. 1,947 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Waldron Private Wealth reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 4,035 United Parcel Service shares in Q3 2025, an estimated $407K.
  • Waldron Private Wealth first reported a position in United Parcel Service in Q4 2018 and held it in 27 quarters.
  • Waldron Private Wealth's United Parcel Service position peaked at $1.4M in Q1 2023.
  • 1,947 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Waldron Private Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.