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Wealth Architects’s United Parcel Service UPS Stock Holding History

Wealth Architects’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 		– Sell
-3,788
Closed -$417K – 239
2025
Q1 		$417K Buy
+3,788
New +$453K 0.05% 146
2023
Q3 		– Sell
-1,319
Closed -$236K – 196
2023
Q2 		$236K Buy
1,319
+102
+8% +$18.1K 0.04% 163
2023
Q1 		$236K Buy
1,217
+6
+0.5% +$1.1K 0.04% 162
2022
Q4 		$211K Sell
1,211
-108
-8% -$18.7K 0.04% 162
2022
Q3 		$213K Buy
+1,319
New +$250K 0.04% 155
2022
Q2 		– Sell
-977
Closed -$210K – 210
2022
Q1 		$210K Sell
977
-213
-18% -$45.3K 0.04% 188
2021
Q4 		$255K Sell
1,190
-71
-6% -$14.4K 0.04% 160
2021
Q3 		$230K Buy
1,261
+170
+16% +$33.6K 0.04% 162
2021
Q2 		$227K Buy
+1,091
New +$218K 0.04% 161
2018
Q3 		– Sell
-1,915
Closed -$203K – 138
2018
Q2 		$203K Sell
1,915
-166
-8% -$18.6K 0.07% 124
2018
Q1 		$218K Sell
2,081
-62
-3% -$7.17K 0.07% 114
2017
Q4 		$255K Buy
2,143
+60
+3% +$7.05K 0.08% 108
2017
Q3 		$250K Sell
2,083
-4,064
-66% -$462K 0.09% 109
2017
Q2 		$679K Sell
6,147
-1,037
-14% -$111K 0.25% 49
2017
Q1 		$771K Sell
7,184
-19
-0.3% -$2.08K 0.31% 39
2016
Q4 		$826K Sell
7,203
-1,481
-17% -$167K 0.37% 36
2016
Q3 		$949K Hold
8,684
– – 0.44% 31
2016
Q2 		$935K Sell
8,684
-74
-0.8% -$7.7K 0.45% 31
2016
Q1 		$924K Hold
8,758
– – 0.46% 30
2015
Q4 		$843K Buy
8,758
+19
+0.2% +$1.94K 0.42% 36
2015
Q3 		$862K Sell
8,739
-592
-6% -$58.5K 0.46% 32
2015
Q2 		$904K Buy
9,331
+5,832
+167% +$579K 0.49% 28
2015
Q1 		$339K Sell
3,499
-5,861
-63% -$601K 0.2% 69
2014
Q4 		$1.04M Buy
+9,360
New +$988K 0.61% 20

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealth Architects's UPS Position: Q2 2025 in Review

Wealth Architects sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 3,788 shares — an estimated $417K sold.

Wealth Architects first reported a position in UPS in Q4 2014 and held it in 24 quarters. The position peaked at $1.04M in Q4 2014. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Wealth Architects reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Wealth Architects sold 3,788 United Parcel Service shares in Q2 2025, an estimated $417K.
  • Wealth Architects first reported a position in United Parcel Service in Q4 2014 and held it in 24 quarters.
  • Wealth Architects's United Parcel Service position peaked at $1.04M in Q4 2014.
  • 2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Wealth Architects's 13F filing for Q2 2025, filed 25 Jul 2025.