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

Centricity 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 		$117K Sell
1,158
-22
-2% -$2.16K 0.09% 113
2025
Q1 		$130K Hold
1,180
– – 0.12% 98
2024
Q4 		$149K Buy
+1,180
New +$155K 0.14% 89

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Centricity Wealth Management's UPS Position: Q2 2025 in Review

Centricity Wealth Management reduced its United Parcel Service (UPS) stake by 1.9% in Q2 2025, selling an estimated $2.16K and leaving 1,158 shares worth $117K. The position accounts for 0.09% of the portfolio, ranked #113.

Centricity Wealth Management first reported a position in UPS in Q4 2024 and has held it in 3 quarters since. The position peaked at $149K in Q4 2024. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Centricity Wealth Management held 1,158 shares of United Parcel Service worth $117K as of Q2 2025.
  • Centricity Wealth Management sold 22 United Parcel Service shares in Q2 2025, an estimated $2.16K.
  • United Parcel Service made up 0.09% of Centricity Wealth Management's portfolio in Q2 2025, its #113 holding.
  • Centricity Wealth Management first reported a position in United Parcel Service in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's United Parcel Service position peaked at $149K in Q4 2024.
  • 2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.