CAWM
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Capital A Wealth Management’s United Parcel Service UPS Stock Holding History

Capital A 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
Q2 		– Sell
-36
Closed -$3.96K – 814
2025
Q1 		$3.96K Hold
36
– – ﹤0.01% 406
2024
Q4 		$4.54K Buy
+36
New +$4.74K 0.01% 391

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital A Wealth Management's UPS Position: Q2 2025 in Review

Capital A Wealth Management sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 36 shares — an estimated $3.96K sold.

Capital A Wealth Management first reported a position in UPS in Q4 2024 and held it in 2 quarters. The position peaked at $4.54K in Q4 2024. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Capital A Wealth Management reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 36 United Parcel Service shares in Q2 2025, an estimated $3.96K.
  • Capital A Wealth Management first reported a position in United Parcel Service in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's United Parcel Service position peaked at $4.54K in Q4 2024.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.