Global Wealth Strategies & Associates’s United Parcel Service UPS Stock Holding History

Global Wealth Strategies & Associates’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	-17	Closed	-$1.87K	–	461
2025 Q1	$1.87K	Hold	17	–	–	﹤0.01%	386
2024 Q4	$2.14K	Hold	17	–	–	﹤0.01%	318
2024 Q3	$2.32K	Hold	17	–	–	﹤0.01%	290
2024 Q2	$2.33K	Hold	17	–	–	﹤0.01%	263
2024 Q1	$2.53K	Hold	17	–	–	﹤0.01%	274
2023 Q4	$2.67K	Hold	17	–	–	﹤0.01%	240
2023 Q3	$2.65K	Hold	17	–	–	﹤0.01%	247
2023 Q2	$3.05K	Hold	17	–	–	﹤0.01%	231
2023 Q1	$3.3K	Hold	17	–	–	﹤0.01%	234
2022 Q4	$2.96K	Buy	+17	New	+$2.94K	﹤0.01%	244

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

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

Global Wealth Strategies & Associates's UPS Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 17 shares — an estimated $1.87K sold.

Global Wealth Strategies & Associates first reported a position in UPS in Q4 2022 and held it in 10 quarters. The position peaked at $3.3K in Q1 2023. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Global Wealth Strategies & Associates reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
Global Wealth Strategies & Associates sold 17 United Parcel Service shares in Q2 2025, an estimated $1.87K.
Global Wealth Strategies & Associates first reported a position in United Parcel Service in Q4 2022 and held it in 10 quarters.
Global Wealth Strategies & Associates's United Parcel Service position peaked at $3.3K in Q1 2023.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.