PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s United Parcel Service UPS Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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	-53	Closed	-$5.83K	–	532
2025 Q1	$5.83K	Sell	53 -111	-68%	-$13.3K	﹤0.01%	385
2024 Q4	$20.7K	Sell	164 -645	-80%	-$84.9K	0.01%	334
2024 Q3	$110K	Buy	809 +286	+55%	+$37.5K	0.06%	152
2024 Q2	$71.6K	Buy	523 +470	+887%	+$67.3K	0.04%	178
2024 Q1	$7.88K	Sell	53 -295	-85%	-$44.8K	0.01%	287
2023 Q4	$54.7K	Buy	348 +1	+0.3%	+$151	0.03%	172
2023 Q3	$54.1K	Buy	347 +1	+0.3%	+$173	0.04%	158
2023 Q2	$62.1K	Hold	346	–	–	0.05%	154
2023 Q1	$67.1K	Buy	346 +1	+0.3%	+$183	0.05%	148
2022 Q4	$60.1K	Buy	+345	New	+$59.7K	0.05%	145

Other funds holding UPS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s UPS Position: Q2 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 53 shares — an estimated $5.83K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in UPS in Q4 2022 and held it in 10 quarters. The position peaked at $110K in Q3 2024. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 53 United Parcel Service shares in Q2 2025, an estimated $5.83K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in United Parcel Service in Q4 2022 and held it in 10 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s United Parcel Service position peaked at $110K in Q3 2024.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2025, filed 7 Aug 2026.