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Watts Gwilliam & Co’s United Parcel Service UPS Stock Holding History

Watts Gwilliam & Co’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 		$946K Sell
11,321
-100
-0.9% -$9.06K 0.15% 93
2025
Q2 		$971K Sell
11,421
-119
-1% -$11.7K 0.16% 92
2025
Q1 		$1.27M Buy
11,540
+4,271
+59% +$511K 0.27% 72
2024
Q4 		$908K Buy
7,269
+72
+1% +$9.48K 0.19% 93
2024
Q3 		$943K Buy
+7,197
New +$945K 0.21% 87
2024
Q1 		$1.06M Buy
+7,163
New +$1.09M 0.33% 66

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

Watts Gwilliam & Co's UPS Position: Q3 2025 in Review

Watts Gwilliam & Co reduced its United Parcel Service (UPS) stake by 0.88% in Q3 2025, selling an estimated $9.06K and leaving 11,321 shares worth $946K. The position accounts for 0.15% of the portfolio, ranked #93.

Watts Gwilliam & Co first reported a position in UPS in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.27M in Q1 2025. 1,942 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Watts Gwilliam & Co held 11,321 shares of United Parcel Service worth $946K as of Q3 2025.
  • Watts Gwilliam & Co sold 100 United Parcel Service shares in Q3 2025, an estimated $9.06K.
  • United Parcel Service made up 0.15% of Watts Gwilliam & Co's portfolio in Q3 2025, its #93 holding.
  • Watts Gwilliam & Co first reported a position in United Parcel Service in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's United Parcel Service position peaked at $1.27M in Q1 2025.
  • 1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.