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

Defined 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 Q1	–	Sell	-2,898	Closed	-$365K	–	110
2024 Q4	$365K	Sell	2,898 -24	-0.8%	-$3.16K	0.24%	88
2024 Q3	$398K	Sell	2,922 -492	-14%	-$64.6K	0.26%	85
2024 Q2	$467K	Sell	3,414 -173	-5%	-$24.8K	0.33%	73
2024 Q1	$533K	Sell	3,587 -9	-0.3%	-$1.37K	0.38%	63
2023 Q4	$565K	Buy	3,596 +37	+1%	+$5.59K	0.43%	58
2023 Q3	$555K	Hold	3,559	–	–	0.47%	56
2023 Q2	$638K	Buy	3,559 +3	+0.1%	+$533	0.54%	48
2023 Q1	$690K	Hold	3,556	–	–	0.64%	44
2022 Q4	$618K	Hold	3,556	–	–	0.58%	48
2022 Q3	$574K	Hold	3,556	–	–	0.63%	39
2022 Q2	$649K	Hold	3,556	–	–	0.67%	36
2022 Q1	$763K	Hold	3,556	–	–	0.67%	34
2021 Q4	$762K	Hold	3,556	–	–	0.62%	40
2021 Q3	$648K	Buy	3,556 +31	+0.9%	+$6.12K	0.57%	38
2021 Q2	$733K	Hold	3,525	–	–	0.65%	31
2021 Q1	$599K	Hold	3,525	–	–	0.57%	35
2020 Q4	$594K	Buy	+3,525	New	+$595K	0.59%	37

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

Defined Wealth Management's UPS Position: Q1 2025 in Review

Defined Wealth Management sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 2,898 shares — an estimated $365K sold.

Defined Wealth Management first reported a position in UPS in Q4 2020 and held it in 17 quarters. The position peaked at $763K in Q1 2022. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

Defined Wealth Management reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
Defined Wealth Management sold 2,898 United Parcel Service shares in Q1 2025, an estimated $365K.
Defined Wealth Management first reported a position in United Parcel Service in Q4 2020 and held it in 17 quarters.
Defined Wealth Management's United Parcel Service position peaked at $763K in Q1 2022.
2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Defined Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.