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Gratus Wealth Advisors’s United Parcel Service UPS Stock Holding History

Gratus 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
2024
Q4 		– Sell
-1,977
Closed -$259K – 131
2024
Q3 		$259K Sell
1,977
-189
-9% -$24.8K 0.04% 126
2024
Q2 		$314K Sell
2,166
-949
-30% -$136K 0.05% 106
2024
Q1 		$445K Sell
3,115
-310
-9% -$47.1K 0.08% 95
2023
Q4 		$539K Buy
+3,425
New +$518K 0.11% 83

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gratus Wealth Advisors's UPS Position: Q4 2024 in Review

Gratus Wealth Advisors sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,977 shares — an estimated $259K sold.

Gratus Wealth Advisors first reported a position in UPS in Q4 2023 and held it in 4 quarters. The position peaked at $539K in Q4 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Gratus Wealth Advisors reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Gratus Wealth Advisors sold 1,977 United Parcel Service shares in Q4 2024, an estimated $259K.
  • Gratus Wealth Advisors first reported a position in United Parcel Service in Q4 2023 and held it in 4 quarters.
  • Gratus Wealth Advisors's United Parcel Service position peaked at $539K in Q4 2023.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Gratus Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.