EWM
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Executive Wealth Management’s United Parcel Service UPS Stock Holding History

Executive 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
2024
Q4 		$7.2M Buy
57,111
+714
+1% +$94K 0.56% 61
2024
Q3 		$7.69M Buy
+56,397
New +$7.4M 0.6% 54
2024
Q2 		– Sell
-53,635
Closed -$7.92M – 238
2024
Q1 		$7.92M Buy
53,635
+491
+0.9% +$74.6K 0.69% 49
2023
Q4 		$8.36M Buy
53,144
+538
+1% +$81.3K 0.79% 44
2023
Q3 		$8.2M Buy
52,606
+313
+0.6% +$54K 0.85% 36
2023
Q2 		$9.37M Buy
52,293
+373
+0.7% +$66.2K 0.97% 28
2023
Q1 		$10.1M Buy
51,920
+360
+0.7% +$66K 1.12% 21
2022
Q4 		$8.96M Buy
51,560
+43,049
+506% +$7.45M 1.1% 23
2022
Q3 		$8.51K Sell
8,511
-43,853
-84% -$8.3M 1.19% 18
2022
Q2 		$9.56M Buy
52,364
+412
+0.8% +$75.1K 1.29% 21
2022
Q1 		$11.1M Buy
51,952
+281
+0.5% +$59.7K 1.21% 19
2021
Q4 		$11.1M Buy
51,671
+313
+0.6% +$63.7K 1.1% 21
2021
Q3 		$9.35M Buy
51,358
+338
+0.7% +$66.7K 1.03% 23
2021
Q2 		$10.6M Sell
51,020
-1,811
-3% -$362K 1.16% 21
2021
Q1 		$8.98M Buy
52,831
+154
+0.3% +$24.9K 1.05% 20
2020
Q4 		$8.87M Buy
52,677
+736
+1% +$124K 1.09% 19
2020
Q3 		$8.65M Buy
51,941
+245
+0.5% +$35.7K 1.2% 19
2020
Q2 		$5.75M Buy
51,696
+674
+1% +$67.3K 0.86% 22
2020
Q1 		$4.77M Sell
51,022
-13
-0% -$1.35K 0.85% 18
2019
Q4 		$5.97M Buy
51,035
+297
+0.6% +$35.2K 0.82% 25
2019
Q3 		$6.08M Buy
50,738
+313
+0.6% +$35.8K 0.92% 21
2019
Q2 		$5.21M Buy
50,425
+1,626
+3% +$169K 0.74% 24
2019
Q1 		$5.45M Buy
48,799
+38,763
+386% +$4.11M 0.97% 17
2018
Q4 		$979K Buy
+10,036
New +$1.09M 0.17% 78

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Executive Wealth Management's UPS Position: Q4 2024 in Review

Executive Wealth Management increased its United Parcel Service (UPS) stake by 1.3% in Q4 2024, buying an estimated $94K and bringing the position to 57,111 shares worth $7.2M. The position accounts for 0.56% of the portfolio, ranked #61.

Executive Wealth Management first reported a position in UPS in Q4 2018 and has held it in 24 quarters since. The position peaked at $11.1M in Q1 2022. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Executive Wealth Management held 57,111 shares of United Parcel Service worth $7.2M as of Q4 2024.
  • Executive Wealth Management bought 714 United Parcel Service shares in Q4 2024, an estimated $94K.
  • United Parcel Service made up 0.56% of Executive Wealth Management's portfolio in Q4 2024, its #61 holding.
  • Executive Wealth Management first reported a position in United Parcel Service in Q4 2018 and has held it in 24 quarters since.
  • Executive Wealth Management's United Parcel Service position peaked at $11.1M in Q1 2022.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.