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BankPlus Wealth Management’s United Parcel Service UPS Stock Holding History

BankPlus Wealth Management’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
-1,878
Closed -$237K – 107
2024
Q4 		$237K Buy
+1,878
New +$247K 0.18% 96

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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

BankPlus Wealth Management's UPS Position: Q1 2025 in Review

BankPlus Wealth Management sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,878 shares — an estimated $237K sold.

BankPlus Wealth Management first reported a position in UPS in Q4 2024 and held it in 1 quarter. The position peaked at $237K in Q4 2024. 2,199 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • BankPlus Wealth Management reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • BankPlus Wealth Management sold 1,878 United Parcel Service shares in Q1 2025, an estimated $237K.
  • BankPlus Wealth Management first reported a position in United Parcel Service in Q4 2024 and held it in 1 quarter.
  • BankPlus Wealth Management's United Parcel Service position peaked at $237K in Q4 2024.
  • 2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on BankPlus Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.