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Good Steward Wealth Advisors’s United Parcel Service UPS Stock Holding History

Good Steward Wealth Advisors’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
-3,236
Closed -$356K – 129
2025
Q1 		$356K Buy
+3,236
New +$387K 0.32% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Good Steward Wealth Advisors's UPS Position: Q2 2025 in Review

Good Steward Wealth Advisors sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 3,236 shares — an estimated $356K sold.

Good Steward Wealth Advisors first reported a position in UPS in Q1 2025 and held it in 1 quarter. The position peaked at $356K in Q1 2025. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Good Steward Wealth Advisors reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Good Steward Wealth Advisors sold 3,236 United Parcel Service shares in Q2 2025, an estimated $356K.
  • Good Steward Wealth Advisors first reported a position in United Parcel Service in Q1 2025 and held it in 1 quarter.
  • Good Steward Wealth Advisors's United Parcel Service position peaked at $356K in Q1 2025.
  • 2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Good Steward Wealth Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.