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Ellevest Inc’s United Parcel Service UPS Stock Holding History

Ellevest Inc’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
-2,589
Closed -$285K – 440
2025
Q1 		$285K Buy
+2,589
New +$310K 0.02% 303
2023
Q2 		– Sell
-635
Closed -$123K – 1559
2023
Q1 		$123K Sell
635
-74
-10% -$13.6K 0.01% 410
2022
Q4 		$123K Buy
709
+2
+0.3% +$346 0.01% 392
2022
Q3 		$114K Buy
707
+1
+0.1% +$189 0.01% 391
2022
Q2 		$129K Sell
706
-49
-6% -$8.94K 0.01% 367
2022
Q1 		$162K Sell
755
-164
-18% -$34.8K 0.01% 342
2021
Q4 		$197K Buy
919
+59
+7% +$12K 0.02% 295
2021
Q3 		$157K Sell
860
-95
-10% -$18.8K 0.02% 325
2021
Q2 		$199K Buy
955
+586
+159% +$117K 0.02% 258
2021
Q1 		$63K Sell
369
-34
-8% -$5.5K 0.01% 422
2020
Q4 		$68K Buy
403
+137
+52% +$23.1K 0.01% 397
2020
Q3 		$44K Sell
266
-34
-11% -$4.95K 0.01% 400
2020
Q2 		$33K Buy
300
+123
+69% +$12.3K 0.01% 416
2020
Q1 		$17K Sell
177
-61
-26% -$6.32K ﹤0.01% 463
2019
Q4 		$28K Sell
238
-28
-11% -$3.31K 0.01% 350
2019
Q3 		$32K Sell
266
-57
-18% -$6.52K 0.01% 154
2019
Q2 		$33K Buy
323
+83
+35% +$8.63K 0.01% 160
2019
Q1 		$27K Buy
240
+65
+37% +$6.89K 0.01% 134
2018
Q4 		$17K Buy
+175
New +$19K 0.01% 330

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

Ellevest Inc's UPS Position: Q2 2025 in Review

Ellevest Inc sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 2,589 shares — an estimated $285K sold.

Ellevest Inc first reported a position in UPS in Q4 2018 and held it in 19 quarters. The position peaked at $285K in Q1 2025. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Ellevest Inc reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Ellevest Inc sold 2,589 United Parcel Service shares in Q2 2025, an estimated $285K.
  • Ellevest Inc first reported a position in United Parcel Service in Q4 2018 and held it in 19 quarters.
  • Ellevest Inc's United Parcel Service position peaked at $285K in Q1 2025.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Ellevest Inc's 13F filing for Q2 2025, filed 5 Aug 2025.