AWA
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AGH Wealth Advisors’s United Parcel Service UPS Stock Holding History

AGH Wealth Advisors’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
Q1 		– Sell
-1,849
Closed -$233K – 125
2024
Q4 		$233K Buy
+1,849
New +$243K 0.22% 100

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AGH Wealth Advisors's UPS Position: Q1 2025 in Review

AGH Wealth Advisors sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,849 shares — an estimated $233K sold.

AGH Wealth Advisors first reported a position in UPS in Q4 2024 and held it in 1 quarter. The position peaked at $233K in Q4 2024. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • AGH Wealth Advisors reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • AGH Wealth Advisors sold 1,849 United Parcel Service shares in Q1 2025, an estimated $233K.
  • AGH Wealth Advisors first reported a position in United Parcel Service in Q4 2024 and held it in 1 quarter.
  • AGH Wealth Advisors's United Parcel Service position peaked at $233K in Q4 2024.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on AGH Wealth Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.