EHWM
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Eads & Heald Wealth Management’s United Parcel Service UPS Stock Holding History

Eads & Heald 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
-2,035
Closed -$257K – 140
2024
Q4 		$257K Sell
2,035
-1,427
-41% -$188K 0.13% 127
2024
Q3 		$472K Buy
3,462
+53
+2% +$6.96K 0.22% 114
2024
Q2 		$467K Sell
3,409
-1,066
-24% -$153K 0.23% 113
2024
Q1 		$665K Sell
4,475
-976
-18% -$148K 0.31% 105
2023
Q4 		$857K Buy
5,451
+687
+14% +$104K 0.41% 92
2023
Q3 		$743K Sell
4,764
-55
-1% -$9.49K 0.39% 95
2023
Q2 		$864K Sell
4,819
-296
-6% -$52.6K 0.42% 91
2023
Q1 		$992K Sell
5,115
-10
-0.2% -$1.83K 0.49% 83
2022
Q4 		$891K Hold
5,125
– – 0.45% 87
2022
Q3 		$828K Buy
5,125
+185
+4% +$35K 0.47% 88
2022
Q2 		$902K Buy
4,940
+385
+8% +$70.2K 0.49% 86
2022
Q1 		$977K Sell
4,555
-85
-2% -$18.1K 0.45% 90
2021
Q4 		$994K Buy
4,640
+142
+3% +$28.9K 0.43% 93
2021
Q3 		$819K Hold
4,498
– – 0.4% 96
2021
Q2 		$935K Sell
4,498
-850
-16% -$170K 0.46% 91
2021
Q1 		$909K Sell
5,348
-292
-5% -$47.2K 0.47% 89
2020
Q4 		$950K Sell
5,640
-420
-7% -$70.9K 0.51% 83
2020
Q3 		$1.01M Sell
6,060
-2,976
-33% -$433K 0.6% 73
2020
Q2 		$1M Sell
9,036
-95
-1% -$9.48K 0.61% 75
2020
Q1 		$853K Buy
9,131
+1,005
+12% +$104K 0.6% 76
2019
Q4 		$951K Buy
8,126
+6,284
+341% +$744K 0.5% 86
2019
Q3 		$221K Buy
+1,842
New +$211K 0.12% 126

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eads & Heald Wealth Management's UPS Position: Q1 2025 in Review

Eads & Heald Wealth Management sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 2,035 shares — an estimated $257K sold.

Eads & Heald Wealth Management first reported a position in UPS in Q3 2019 and held it in 22 quarters. The position peaked at $1.01M in Q3 2020. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Eads & Heald Wealth Management reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 2,035 United Parcel Service shares in Q1 2025, an estimated $257K.
  • Eads & Heald Wealth Management first reported a position in United Parcel Service in Q3 2019 and held it in 22 quarters.
  • Eads & Heald Wealth Management's United Parcel Service position peaked at $1.01M in Q3 2020.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.