Aspire Capital Advisors’s United Parcel Service UPS Stock Holding History

Aspire Capital 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	-1,650	Closed	-$208K	–	100
2024 Q4	$208K	Hold	1,650	–	–	0.06%	83
2024 Q3	$225K	Buy	1,650 +1	+0.1%	+$131	0.07%	75
2024 Q2	$226K	Sell	1,649 -15	-0.9%	-$2.15K	0.07%	69
2024 Q1	$247K	Sell	1,664 -51	-3%	-$7.75K	0.08%	67
2023 Q4	$270K	Sell	1,715 -14	-0.8%	-$2.12K	0.11%	57
2023 Q3	$270K	Buy	1,729 +14	+0.8%	+$2.42K	0.12%	58
2023 Q2	$307K	Buy	1,715 +66	+4%	+$11.7K	0.15%	51
2023 Q1	$320K	Hold	1,649	–	–	0.17%	47
2022 Q4	$287K	Buy	1,649 +9	+0.5%	+$1.56K	0.16%	46
2022 Q3	$265K	Hold	1,640	–	–	0.21%	44
2022 Q2	$299K	Sell	1,640 -200	-11%	-$36.5K	0.23%	44
2022 Q1	$395K	Buy	+1,840	New	+$391K	0.38%	30

Other funds holding UPS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aspire Capital Advisors's UPS Position: Q1 2025 in Review

Aspire Capital Advisors sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,650 shares — an estimated $208K sold.

Aspire Capital Advisors first reported a position in UPS in Q1 2022 and held it in 12 quarters. The position peaked at $395K in Q1 2022. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

Aspire Capital Advisors reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
Aspire Capital Advisors sold 1,650 United Parcel Service shares in Q1 2025, an estimated $208K.
Aspire Capital Advisors first reported a position in United Parcel Service in Q1 2022 and held it in 12 quarters.
Aspire Capital Advisors's United Parcel Service position peaked at $395K in Q1 2022.
2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Aspire Capital Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.