Capital Wealth Planning’s United Parcel Service UPS Stock Holding History

Capital Wealth Planning’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
2019 Q2	–	Sell	-10,000	Closed	-$21K	–	265
2019 Q1	$21K	Sell	10,000 -1,000	-9%	-$106K	0.01%	76
2018 Q4	$1K	Buy	+11,000	New	+$1.19M	﹤0.01%	92
2018 Q1	–	Sell	-25,200	Closed	-$42K	–	235
2017 Q4	$42K	Buy	25,200 +15,200	+152%	+$1.79M	0.06%	31
2017 Q3	$54K	Sell	10,000 -39,500	-80%	-$4.49M	0.04%	75
2017 Q2	$56K	Buy	+49,500	New	+$5.29M	0.01%	105

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Capital Wealth Planning's UPS Position: Q2 2025 in Review

Capital Wealth Planning sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 2,966 shares — an estimated $326K sold.

Capital Wealth Planning first reported a position in UPS in Q2 2013 and held it in 48 quarters. The position peaked at $344M in Q2 2023. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Capital Wealth Planning reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
Capital Wealth Planning sold 2,966 United Parcel Service shares in Q2 2025, an estimated $326K.
Capital Wealth Planning first reported a position in United Parcel Service in Q2 2013 and held it in 48 quarters.
Capital Wealth Planning's United Parcel Service position peaked at $344M in Q2 2023.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Capital Wealth Planning's 13F filing for Q2 2025, filed 7 Aug 2025.