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Astoria Portfolio Advisors’s United Parcel Service UPS Stock Holding History

Astoria Portfolio 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
-6,130
Closed -$771K – 261
2024
Q4 		$771K Sell
6,130
-129
-2% -$17K 0.28% 68
2024
Q3 		$842K Buy
6,259
+1,326
+27% +$174K 0.29% 66
2024
Q2 		$675K Buy
4,933
+212
+4% +$30.4K 0.24% 68
2024
Q1 		$684K Sell
4,721
-523
-10% -$79.5K 0.26% 64
2023
Q4 		$765K Buy
5,244
+1,487
+40% +$225K 0.31% 61
2023
Q3 		$519K Sell
3,757
-616
-14% -$106K 0.25% 81
2023
Q2 		$811K Buy
4,373
+406
+10% +$72.1K 0.31% 56
2023
Q1 		$756K Buy
3,967
+1,089
+38% +$200K 0.32% 55
2022
Q4 		$513K Buy
2,878
+184
+7% +$31.9K 0.24% 74
2022
Q3 		$435K Buy
2,694
+328
+14% +$62.1K 0.3% 79
2022
Q2 		$432K Buy
2,366
+529
+29% +$96.5K 0.32% 76
2022
Q1 		$394K Buy
+1,837
New +$390K 0.31% 74

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

Astoria Portfolio Advisors's UPS Position: Q1 2025 in Review

Astoria Portfolio Advisors sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 6,130 shares — an estimated $771K sold.

Astoria Portfolio Advisors first reported a position in UPS in Q1 2022 and held it in 12 quarters. The position peaked at $842K in Q3 2024. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Astoria Portfolio Advisors reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 6,130 United Parcel Service shares in Q1 2025, an estimated $771K.
  • Astoria Portfolio Advisors first reported a position in United Parcel Service in Q1 2022 and held it in 12 quarters.
  • Astoria Portfolio Advisors's United Parcel Service position peaked at $842K in Q3 2024.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Astoria Portfolio Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.