Blueprint Investment Partners’s United Parcel Service UPS Stock Holding History

Blueprint Investment Partners’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	-2,183	Closed	-$275K	–	199
2024 Q4	$275K	Buy	+2,183	New	+$287K	0.04%	160
2024 Q1	–	Sell	-1,328	Closed	-$209K	–	154
2023 Q4	$209K	Buy	+1,328	New	+$201K	0.06%	131
2023 Q2	–	Sell	-2,998	Closed	-$582K	–	239
2023 Q1	$582K	Sell	2,998 -3,533	-54%	-$648K	0.13%	100
2022 Q4	$1.14M	Buy	6,531 +2,843	+77%	+$492K	0.24%	74
2022 Q3	$596K	Buy	+3,688	New	+$698K	0.16%	72
2022 Q2	–	Sell	-3,060	Closed	-$656K	–	222
2022 Q1	$656K	Buy	3,060 +424	+16%	+$90.1K	0.17%	88
2021 Q4	$565K	Buy	2,636 +1,797	+214%	+$365K	0.14%	115
2021 Q3	$153K	Buy	+839	New	+$166K	0.08%	154

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

Blueprint Investment Partners's UPS Position: Q1 2025 in Review

Blueprint Investment Partners sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 2,183 shares — an estimated $275K sold.

Blueprint Investment Partners first reported a position in UPS in Q3 2021 and held it in 8 quarters. The position peaked at $1.14M in Q4 2022. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

Blueprint Investment Partners reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
Blueprint Investment Partners sold 2,183 United Parcel Service shares in Q1 2025, an estimated $275K.
Blueprint Investment Partners first reported a position in United Parcel Service in Q3 2021 and held it in 8 quarters.
Blueprint Investment Partners's United Parcel Service position peaked at $1.14M in Q4 2022.
2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Blueprint Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.