Advus Financial Partners’s United Parcel Service UPS Stock Holding History

Advus Financial Partners’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 Q2	–	Sell	-1,469	Closed	-$218K	–	216
2024 Q1	$218K	Sell	1,469 -203	-12%	-$30.9K	0.07%	188
2023 Q4	$263K	Buy	1,672 +286	+21%	+$43.2K	0.09%	146
2023 Q3	$216K	Sell	1,386 -36	-3%	-$6.21K	0.09%	144
2023 Q2	$255K	Sell	1,422 -317	-18%	-$56.3K	0.1%	126
2023 Q1	$337K	Buy	1,739 +66	+4%	+$12.1K	0.14%	94
2022 Q4	$291K	Buy	1,673 +81	+5%	+$14K	0.13%	103
2022 Q3	$257K	Buy	1,592 +80	+5%	+$15.1K	0.14%	100
2022 Q2	$276K	Buy	1,512 +162	+12%	+$29.5K	0.15%	96
2022 Q1	$290K	Buy	+1,350	New	+$287K	0.15%	93
2021 Q3	$257K	Buy	+1,197	New	+$236K	0.14%	81

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Advus Financial Partners's UPS Position: Q2 2024 in Review

Advus Financial Partners sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 1,469 shares — an estimated $218K sold.

Advus Financial Partners first reported a position in UPS in Q3 2021 and held it in 10 quarters. The position peaked at $337K in Q1 2023. 2,176 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

Advus Financial Partners reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
Advus Financial Partners sold 1,469 United Parcel Service shares in Q2 2024, an estimated $218K.
Advus Financial Partners first reported a position in United Parcel Service in Q3 2021 and held it in 10 quarters.
Advus Financial Partners's United Parcel Service position peaked at $337K in Q1 2023.
2,176 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Advus Financial Partners's 13F filing for Q2 2024, filed 25 Aug 2026.