Waypoint Wealth Partners’s United Parcel Service UPS Stock Holding History

Waypoint Wealth Partners’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 Q2	$8.26M	Hold	81,858	–	–	2.01%	7
2025 Q1	$9M	Hold	81,858	–	–	2.49%	6
2024 Q4	$10.3M	Hold	81,858	–	–	2.82%	6
2024 Q3	$11.2M	Hold	81,858	–	–	2.96%	6
2024 Q2	$11.2M	Hold	81,858	–	–	3.27%	5
2024 Q1	$12.2M	Hold	81,858	–	–	3.46%	6
2023 Q4	$12.9M	Hold	81,858	–	–	3.99%	5
2023 Q3	$12.8M	Hold	81,858	–	–	4.43%	5
2023 Q2	$14.7M	Hold	81,858	–	–	5.02%	5
2023 Q1	$15.9M	Hold	81,858	–	–	5.66%	5
2022 Q4	$14.2M	Sell	81,858 -7	-0%	-$1.21K	5.6%	5
2022 Q3	$13.2M	Buy	81,865 +4	+0%	+$757	5.58%	5
2022 Q2	$14.9M	Sell	81,861 -4	-0%	-$730	5.73%	5
2022 Q1	$17.6M	Buy	81,865 +7	+0%	+$1.49K	6.42%	5
2021 Q4	$17.5M	Hold	81,858	–	–	6%	5
2021 Q3	$14.9M	Hold	81,858	–	–	5.58%	6
2021 Q2	$17M	Hold	81,858	–	–	6.6%	6
2021 Q1	$13.9M	Hold	81,858	–	–	10.13%	4
2020 Q4	$13.8M	Buy	+81,858	New	+$13.8M	10.81%	4

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Waypoint Wealth Partners's UPS Position: Q2 2025 in Review

Waypoint Wealth Partners held its United Parcel Service (UPS) position steady in Q2 2025 at 81,858 shares worth $8.26M. The position accounts for 2.01% of the portfolio, ranked #7.

Waypoint Wealth Partners first reported a position in UPS in Q4 2020 and has held it in 19 quarters since. The position peaked at $17.6M in Q1 2022. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Waypoint Wealth Partners held 81,858 shares of United Parcel Service worth $8.26M as of Q2 2025.
Waypoint Wealth Partners left its United Parcel Service share count unchanged in Q2 2025.
United Parcel Service made up 2.01% of Waypoint Wealth Partners's portfolio in Q2 2025, its #7 holding.
Waypoint Wealth Partners first reported a position in United Parcel Service in Q4 2020 and has held it in 19 quarters since.
Waypoint Wealth Partners's United Parcel Service position peaked at $17.6M in Q1 2022.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.