Aries Wealth Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,956
| Closed | -$215K | – | 231 |
|
|
2025
Q1 | $215K | Hold |
1,956
| – | – | 0.06% | 211 |
|
|
2024
Q4 | $247K | Hold |
1,956
| – | – | 0.07% | 196 |
|
|
2024
Q3 | $267K | Sell |
1,956
-20
| -1% | -$2.63K | 0.07% | 199 |
|
|
2024
Q2 | $270K | Sell |
1,976
-200
| -9% | -$28.6K | 0.09% | 168 |
|
|
2024
Q1 | $323K | Sell |
2,176
-120
| -5% | -$18.2K | 0.1% | 158 |
|
|
2023
Q4 | $361K | Sell |
2,296
-5
| -0.2% | -$756 | 0.13% | 139 |
|
|
2023
Q3 | $360K | Buy |
2,301
+5
| +0.2% | +$863 | 0.14% | 131 |
|
|
2023
Q2 | $412K | Hold |
2,296
| – | – | 0.16% | 127 |
|
|
2023
Q1 | $445K | Hold |
2,296
| – | – | 0.18% | 120 |
|
|
2022
Q4 | $399K | Hold |
2,296
| – | – | 0.17% | 123 |
|
|
2022
Q3 | $385K | Buy |
2,296
+100
| +5% | +$18.9K | 0.17% | 118 |
|
|
2022
Q2 | $401K | Buy |
+2,196
| New | +$401K | 0.18% | 112 |
|
|
2022
Q1 | – | Sell |
-2,216
| Closed | -$475K | – | 215 |
|
|
2021
Q4 | $475K | Buy |
2,216
+60
| +3% | +$12.2K | 0.18% | 113 |
|
|
2021
Q3 | $393K | Buy |
2,156
+70
| +3% | +$13.8K | 0.17% | 124 |
|
|
2021
Q2 | $434K | Buy |
2,086
+80
| +4% | +$16K | 0.19% | 111 |
|
|
2021
Q1 | $353K | Buy |
2,006
+75
| +4% | +$12.1K | 0.16% | 122 |
|
|
2020
Q4 | $306K | Hold |
1,931
| – | – | 0.15% | 123 |
|
|
2020
Q3 | $322K | Buy |
1,931
+65
| +3% | +$9.46K | 0.18% | 107 |
|
|
2020
Q2 | $207K | Buy |
+1,866
| New | +$186K | 0.13% | 133 |
|
|
2020
Q1 | – | Sell |
-1,776
| Closed | -$206K | – | 155 |
|
|
2019
Q4 | $206K | Hold |
1,776
| – | – | 0.13% | 147 |
|
|
2019
Q3 | $206K | Buy |
+1,776
| New | +$203K | 0.14% | 143 |
|
|
2019
Q2 | – | Sell |
-1,973
| Closed | -$220K | – | 161 |
|
|
2019
Q1 | $220K | Buy |
+1,973
| New | +$209K | 0.16% | 132 |
|
|
2018
Q4 | – | Sell |
-1,986
| Closed | -$232K | – | 132 |
|
|
2018
Q3 | $232K | Hold |
1,986
| – | – | 0.21% | 113 |
|
|
2018
Q2 | $238K | Sell |
1,986
-35
| -2% | -$3.93K | 0.22% | 107 |
|
|
2018
Q1 | $214K | Buy |
2,021
+327
| +19% | +$37.8K | 0.21% | 112 |
|
|
2017
Q4 | $225K | Buy |
+1,694
| New | +$199K | 0.21% | 109 |
|
Other funds holding UPS
Aries Wealth Management's UPS Position: Q2 2025 in Review
Aries Wealth Management sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 1,956 shares — an estimated $215K sold.
Aries Wealth Management first reported a position in UPS in Q4 2017 and held it in 26 quarters. The position peaked at $475K in Q4 2021. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.
- Aries Wealth Management reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
- Aries Wealth Management sold 1,956 United Parcel Service shares in Q2 2025, an estimated $215K.
- Aries Wealth Management first reported a position in United Parcel Service in Q4 2017 and held it in 26 quarters.
- Aries Wealth Management's United Parcel Service position peaked at $475K in Q4 2021.
- 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.
Based on Aries Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.