First Western Trust Bank’s United Parcel Service UPS Stock Holding History

First Western Trust Bank’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	-1,804	Closed	-$227K	–	199
2024 Q4	$227K	Sell	1,804 -117	-6%	-$15.4K	0.01%	179
2024 Q3	$262K	Sell	1,921 -1,862	-49%	-$244K	0.01%	175
2024 Q2	$518K	Sell	3,783 -101	-3%	-$14.5K	0.02%	115
2024 Q1	$577K	Buy	3,884 +13	+0.3%	+$1.98K	0.03%	117
2023 Q4	$609K	Buy	3,871 +1,855	+92%	+$280K	0.03%	113
2023 Q3	$314K	Hold	2,016	–	–	0.02%	145
2023 Q2	$361K	Sell	2,016 -17	-0.8%	-$3.02K	0.02%	144
2023 Q1	$394K	Hold	2,033	–	–	0.02%	139
2022 Q4	$353K	Sell	2,033 -173	-8%	-$29.9K	0.02%	135
2022 Q3	$356K	Sell	2,206 -40	-2%	-$7.57K	0.02%	121
2022 Q2	$407K	Sell	2,246 -94	-4%	-$17.1K	0.03%	120
2022 Q1	$515K	Buy	+2,340	New	+$497K	0.03%	120

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Western Trust Bank's UPS Position: Q1 2025 in Review

First Western Trust Bank sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,804 shares — an estimated $227K sold.

First Western Trust Bank first reported a position in UPS in Q1 2022 and held it in 12 quarters. The position peaked at $609K in Q4 2023. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

First Western Trust Bank reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
First Western Trust Bank sold 1,804 United Parcel Service shares in Q1 2025, an estimated $227K.
First Western Trust Bank first reported a position in United Parcel Service in Q1 2022 and held it in 12 quarters.
First Western Trust Bank's United Parcel Service position peaked at $609K in Q4 2023.
2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on First Western Trust Bank's 13F filing for Q1 2025, filed 12 May 2025.