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Accel Wealth Management’s United Parcel Service UPS Stock Holding History

Accel Wealth Management’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
2024
Q4 		– Sell
-1,656
Closed -$226K – 268
2024
Q3 		$226K Sell
1,656
-123
-7% -$16.1K 0.08% 222
2024
Q2 		$243K Buy
1,779
+8
+0.5% +$1.15K 0.1% 191
2024
Q1 		$263K Buy
1,771
+166
+10% +$25.2K 0.11% 173
2023
Q4 		$252K Buy
1,605
+45
+3% +$6.8K 0.13% 157
2023
Q3 		$243K Sell
1,560
-3
-0.2% -$518 0.14% 143
2023
Q2 		$280K Sell
1,563
-180
-10% -$32K 0.15% 131
2023
Q1 		$338K Sell
1,743
-102
-6% -$18.7K 0.14% 156
2022
Q4 		$321K Sell
1,845
-39
-2% -$6.75K 0.15% 114
2022
Q3 		$318K Sell
1,884
-789
-30% -$149K 0.17% 116
2022
Q2 		$488K Sell
2,673
-219
-8% -$39.9K 0.28% 73
2022
Q1 		$598K Buy
2,892
+21
+0.7% +$4.46K 0.31% 70
2021
Q4 		$615K Buy
2,871
+516
+22% +$105K 0.3% 68
2021
Q3 		$429K Sell
2,355
-208
-8% -$41.1K 0.28% 73
2021
Q2 		$533K Sell
2,563
-42
-2% -$8.4K 0.35% 66
2021
Q1 		$443K Sell
2,605
-92
-3% -$14.9K 0.36% 57
2020
Q4 		$454K Buy
+2,697
New +$455K 0.42% 49

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Accel Wealth Management's UPS Position: Q4 2024 in Review

Accel Wealth Management sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,656 shares — an estimated $226K sold.

Accel Wealth Management first reported a position in UPS in Q4 2020 and held it in 16 quarters. The position peaked at $615K in Q4 2021. 2,288 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Accel Wealth Management reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Accel Wealth Management sold 1,656 United Parcel Service shares in Q4 2024, an estimated $226K.
  • Accel Wealth Management first reported a position in United Parcel Service in Q4 2020 and held it in 16 quarters.
  • Accel Wealth Management's United Parcel Service position peaked at $615K in Q4 2021.
  • 2,288 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Accel Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.