FULLCIRCLE WEALTH LLC UPS — UNITED PARCEL SERVICE INC

Ownership history in FULLCIRCLE WEALTH LLC  ·  6 quarters on record

AI Ownership Summary

FULLCIRCLE WEALTH LLC reported UNITED PARCEL SERVICE INC (UPS) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 6.89% in 2024 Q2. The latest visible filing shows UPS at 2.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UPS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FULLCIRCLE WEALTH LLC's position in UNITED PARCEL SERVICE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

UPS was reported at 2.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.89% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UPS stock page FULLCIRCLE WEALTH LLC fund profile FULLCIRCLE WEALTH LLC full holdings
How FULLCIRCLE WEALTH LLC held UPS — position size vs. price
% of Fund (quarterly)    UPS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 89,272 -2,910 -3.2% 2.93% $8.3M 2025-11-14 (Est.) $93.04
2025 Q2 ADDED — — — 92,182 +3,259 +3.7% 2.92% $7.8M 2025-08-05 $82.56
2025 Q1 REDUCED 10.6% -6.7% ✅ 88,923 -10,549 -10.6% 3.55% $8.6M 2025-04-30 $89.20
2024 Q4 REDUCED — — — 99,472 -2,805 -2.7% 4.71% $11.5M 2025-02-14 $107.25
2024 Q3 REDUCED 6.4% -7.0% ✅ 102,277 -7,013 -6.4% 6.21% $13.8M 2024-10-29 $122.44
2024 Q2 INITIATED — — — 109,290 — — 6.89% $14.0M 2024-07-25 $114.39

🏢 Other funds also holding UPS

As of 2026 Q1 — sorted by position size

SPIREPOINT PRIVATE CLIENT, LLC 9.6% OAKLAND FINANCIAL CORP 6.6% Spurstone Advisory Services, LLC 6.22% Clark & Stuart, Inc 5.51% Mountain Hill Investment Partners Corp. 4.77% Maj Invest Holding A/S 3Y 7Y 4.75% SOUTHERN CAPITAL ADVISORS, LLC 3Y 4.25% Accredited Investors Inc. 3Y 7Y 4.15% Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 3.11% EQUITY INVESTMENT CORP 3Y 7Y 3.1%

FAQ About FULLCIRCLE WEALTH LLC and UPS

These are the practical questions this page is built to answer before you even open the full history table.

How long has FULLCIRCLE WEALTH LLC reported owning UPS?

FULLCIRCLE WEALTH LLC reported UPS across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported UPS position in FULLCIRCLE WEALTH LLC's portfolio?

The largest reported portfolio weight for UPS was 6.89% in 2024 Q2.

What is the latest reported UPS position on this page?

The most recent filing on this page is 2025 Q3, when FULLCIRCLE WEALTH LLC reported 89,272 shares, equal to 2.93% of portfolio, with an estimated market value of $8.3M.

What does the chart on this UPS ownership page compare?

The chart compares FULLCIRCLE WEALTH LLC's quarterly UPS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FULLCIRCLE WEALTH LLC time their UPS position?

Based on 13F filing dates vs. subsequent UPS price moves, FULLCIRCLE WEALTH LLC correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on UPS relative to SPY over the holding period was -28.8%.

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