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Carolinas Wealth Consulting’s United Parcel Service UPS Stock Holding History

Carolinas Wealth Consulting’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
-310
Closed -$34.1K – 885
2025
Q1 		$34.1K Sell
310
-34
-10% -$4.07K 0.01% 393
2024
Q4 		$43.3K Sell
344
-12
-3% -$1.58K 0.01% 385
2024
Q3 		$48.5K Sell
356
-5
-1% -$656 0.01% 370
2024
Q2 		$49.4K Sell
361
-10
-3% -$1.43K 0.01% 369
2024
Q1 		$55.2K Buy
371
+9
+2% +$1.37K 0.01% 357
2023
Q4 		$57K Sell
362
-10
-3% -$1.51K 0.01% 318
2023
Q3 		$52.5K Sell
372
-35
-9% -$6.04K 0.01% 308
2023
Q2 		$72.9K Sell
407
-162
-28% -$28.8K 0.01% 300
2023
Q1 		$110K Buy
569
+109
+24% +$20K 0.02% 256
2022
Q4 		$79.9K Buy
460
+80
+21% +$13.8K 0.02% 294
2022
Q3 		$61K Sell
380
-175
-32% -$33.1K 0.02% 303
2022
Q2 		$101K Buy
555
+5
+0.9% +$912 0.03% 245
2022
Q1 		$118K Sell
550
-17
-3% -$3.61K 0.03% 236
2021
Q4 		$122K Sell
567
-44
-7% -$8.95K 0.03% 239
2021
Q3 		$111K Sell
611
-436
-42% -$86.1K 0.03% 230
2021
Q2 		$218K Buy
1,047
+585
+127% +$117K 0.05% 158
2021
Q1 		$78K Buy
462
+76
+20% +$12.3K 0.02% 291
2020
Q4 		$65K Buy
386
+215
+126% +$36.3K 0.02% 297
2020
Q3 		$29K Buy
171
+86
+101% +$12.5K 0.01% 354
2020
Q2 		$9K Buy
+85
New +$8.48K ﹤0.01% 358

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

Carolinas Wealth Consulting's UPS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 310 shares — an estimated $34.1K sold.

Carolinas Wealth Consulting first reported a position in UPS in Q2 2020 and held it in 20 quarters. The position peaked at $218K in Q2 2021. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 310 United Parcel Service shares in Q2 2025, an estimated $34.1K.
  • Carolinas Wealth Consulting first reported a position in United Parcel Service in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's United Parcel Service position peaked at $218K in Q2 2021.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.