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ERTS Wealth Advisors’s United Parcel Service UPS Stock Holding History

ERTS Wealth Advisors’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
-2,021
Closed -$255K – 87
2024
Q4 		$255K Sell
2,021
-563
-22% -$74.1K 0.05% 79
2024
Q3 		$352K Sell
2,584
-316
-11% -$41.5K 0.07% 65
2024
Q2 		$397K Sell
2,900
-132
-4% -$18.9K 0.08% 56
2024
Q1 		$451K Sell
3,032
-59
-2% -$8.97K 0.09% 49
2023
Q4 		$486K Sell
3,091
-59
-2% -$8.92K 0.1% 41
2023
Q3 		$491K Buy
3,150
+79
+3% +$13.6K 0.12% 41
2023
Q2 		$550K Sell
3,071
-71
-2% -$12.6K 0.13% 43
2023
Q1 		$610K Sell
3,142
-296
-9% -$54.3K 0.15% 40
2022
Q4 		$598K Buy
3,438
+46
+1% +$7.96K 0.15% 51
2022
Q3 		$548K Sell
3,392
-32
-0.9% -$6.06K 0.15% 43
2022
Q2 		$625K Sell
3,424
-2
-0.1% -$365 0.18% 43
2022
Q1 		$735K Sell
3,426
-126
-4% -$26.8K 0.21% 36
2021
Q4 		$760K Sell
3,552
-120
-3% -$24.4K 0.18% 37
2021
Q3 		$668K Sell
3,672
-50
-1% -$9.87K 0.18% 39
2021
Q2 		$774K Sell
3,722
-151
-4% -$30.2K 0.21% 37
2021
Q1 		$658K Sell
3,873
-26
-0.7% -$4.21K 0.19% 42
2020
Q4 		$657K Sell
3,899
-108
-3% -$18.2K 0.21% 37
2020
Q3 		$668K Sell
4,007
-68
-2% -$9.9K 0.25% 37
2020
Q2 		$453K Sell
4,075
-1,191
-23% -$119K 0.18% 47
2020
Q1 		$492K Buy
5,266
+2,964
+129% +$307K 0.24% 44
2019
Q4 		$269K Hold
2,302
– – 0.12% 73
2019
Q3 		$276K Buy
+2,302
New +$263K 0.14% 66
2019
Q1 		– Sell
-401
Closed -$39K – 288
2018
Q4 		$39K Buy
+401
New +$43.5K 0.03% 172

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

ERTS Wealth Advisors's UPS Position: Q1 2025 in Review

ERTS Wealth Advisors sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 2,021 shares — an estimated $255K sold.

ERTS Wealth Advisors first reported a position in UPS in Q4 2018 and held it in 23 quarters. The position peaked at $774K in Q2 2021. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • ERTS Wealth Advisors reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 2,021 United Parcel Service shares in Q1 2025, an estimated $255K.
  • ERTS Wealth Advisors first reported a position in United Parcel Service in Q4 2018 and held it in 23 quarters.
  • ERTS Wealth Advisors's United Parcel Service position peaked at $774K in Q2 2021.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on ERTS Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.