WTG
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West Tower Group’s United Parcel Service UPS Stock Holding History

West Tower Group’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
-4,000
Closed -$404K – 89
2025
Q2 		$404K Buy
4,000
+600
+18% +$59K 0.88% 33
2025
Q1 		$374K Hold
3,400
– – 0.98% 45
2024
Q4 		$429K Buy
3,400
+1,300
+62% +$171K 0.95% 39
2024
Q3 		$286K Buy
+2,100
New +$276K 0.61% 44
2024
Q1 		– Sell
-26
Closed -$4.09K – 485
2023
Q4 		$4.09K Sell
26
-276
-91% -$41.7K 0.01% 448
2023
Q3 		$47.1K Buy
302
+90
+42% +$15.5K 0.02% 208
2023
Q2 		$38K Buy
+212
New +$37.6K 0.03% 255

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

West Tower Group's UPS Position: Q3 2025 in Review

West Tower Group sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 4,000 shares — an estimated $404K sold.

West Tower Group first reported a position in UPS in Q2 2023 and held it in 7 quarters. The position peaked at $429K in Q4 2024. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • West Tower Group reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • West Tower Group sold 4,000 United Parcel Service shares in Q3 2025, an estimated $404K.
  • West Tower Group first reported a position in United Parcel Service in Q2 2023 and held it in 7 quarters.
  • West Tower Group's United Parcel Service position peaked at $429K in Q4 2024.
  • 1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on West Tower Group's 13F filing for Q3 2025, filed 16 Oct 2025.