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Ellenbecker Investment Group’s United Parcel Service UPS Stock Holding History

Ellenbecker Investment Group’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
-1,692
Closed -$213K – 117
2024
Q4 		$213K Buy
1,692
+4
+0.2% +$526 0.04% 110
2024
Q3 		$230K Buy
+1,688
New +$222K 0.04% 104
2024
Q2 		– Sell
-1,505
Closed -$224K – 119
2024
Q1 		$224K Buy
+1,505
New +$229K 0.05% 102

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

Ellenbecker Investment Group's UPS Position: Q1 2025 in Review

Ellenbecker Investment Group sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,692 shares — an estimated $213K sold.

Ellenbecker Investment Group first reported a position in UPS in Q1 2024 and held it in 3 quarters. The position peaked at $230K in Q3 2024. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Ellenbecker Investment Group reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Ellenbecker Investment Group sold 1,692 United Parcel Service shares in Q1 2025, an estimated $213K.
  • Ellenbecker Investment Group first reported a position in United Parcel Service in Q1 2024 and held it in 3 quarters.
  • Ellenbecker Investment Group's United Parcel Service position peaked at $230K in Q3 2024.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Ellenbecker Investment Group's 13F filing for Q1 2025, filed 15 Apr 2025.