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Wood Tarver Financial Group’s United Parcel Service UPS Stock Holding History

Wood Tarver Financial 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
-635
Closed -$64K – 614
2025
Q2 		$64K Hold
635
– – 0.02% 269
2025
Q1 		$69.8K Hold
635
– – 0.02% 238
2024
Q4 		$80K Buy
+635
New +$83.6K 0.03% 212

Other funds holding UPS

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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 $3.38T AUM 44.17% 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

Wood Tarver Financial Group's UPS Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 635 shares — an estimated $64K sold.

Wood Tarver Financial Group first reported a position in UPS in Q4 2024 and held it in 3 quarters. The position peaked at $80K in Q4 2024. 1,948 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 635 United Parcel Service shares in Q3 2025, an estimated $64K.
  • Wood Tarver Financial Group first reported a position in United Parcel Service in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's United Parcel Service position peaked at $80K in Q4 2024.
  • 1,948 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.