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Auxano Advisors’s United Parcel Service UPS Stock Holding History

Auxano 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
2024
Q4 		– Sell
-1,473
Closed -$201K – 168
2024
Q3 		$201K Buy
+1,473
New +$193K 0.05% 158
2024
Q1 		– Sell
-1,295
Closed -$204K – 158
2023
Q4 		$204K Sell
1,295
-51
-4% -$7.71K 0.07% 126
2023
Q3 		$210K Sell
1,346
-17
-1% -$2.93K 0.09% 92
2023
Q2 		$264K Hold
1,363
– – 0.11% 87
2023
Q1 		$264K Hold
1,363
– – 0.11% 87
2022
Q4 		$237K Hold
1,363
– – 0.11% 87
2022
Q3 		$220K Buy
+1,363
New +$258K 0.1% 89

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Auxano Advisors's UPS Position: Q4 2024 in Review

Auxano Advisors sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,473 shares — an estimated $201K sold.

Auxano Advisors first reported a position in UPS in Q3 2022 and held it in 7 quarters. The position peaked at $264K in Q2 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Auxano Advisors reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Auxano Advisors sold 1,473 United Parcel Service shares in Q4 2024, an estimated $201K.
  • Auxano Advisors first reported a position in United Parcel Service in Q3 2022 and held it in 7 quarters.
  • Auxano Advisors's United Parcel Service position peaked at $264K in Q2 2023.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Auxano Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.