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FourThought Financial Partners’s United Parcel Service UPS Stock Holding History

FourThought Financial Partners’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
-1,603
Closed -$202K – 333
2024
Q4 		$202K Buy
+1,603
New +$211K 0.02% 306
2024
Q2 		– Sell
-1,693
Closed -$252K – 319
2024
Q1 		$252K Buy
1,693
+263
+18% +$40K 0.03% 277
2023
Q4 		$225K Sell
1,430
-43
-3% -$6.5K 0.03% 293
2023
Q3 		$230K Sell
1,473
-208
-12% -$35.9K 0.03% 285
2023
Q2 		$301K Sell
1,681
-108
-6% -$19.2K 0.04% 247
2023
Q1 		$347K Sell
1,789
-254
-12% -$46.6K 0.05% 224
2022
Q4 		$355K Buy
+2,043
New +$354K 0.05% 231

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

FourThought Financial Partners's UPS Position: Q1 2025 in Review

FourThought Financial Partners sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,603 shares — an estimated $202K sold.

FourThought Financial Partners first reported a position in UPS in Q4 2022 and held it in 7 quarters. The position peaked at $355K in Q4 2022. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • FourThought Financial Partners reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • FourThought Financial Partners sold 1,603 United Parcel Service shares in Q1 2025, an estimated $202K.
  • FourThought Financial Partners first reported a position in United Parcel Service in Q4 2022 and held it in 7 quarters.
  • FourThought Financial Partners's United Parcel Service position peaked at $355K in Q4 2022.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on FourThought Financial Partners's 13F filing for Q1 2025, filed 7 May 2025.