GWANC
UPS icon

Guardian Wealth Advisors (North Carolina)’s United Parcel Service UPS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-2,261
Closed -$285K – 551
2024
Q4 		$285K Buy
2,261
+16
+0.7% +$2.11K 0.02% 258
2024
Q3 		$306K Sell
2,245
-329
-13% -$43.2K 0.03% 210
2024
Q2 		$352K Sell
2,574
-148
-5% -$21.2K 0.04% 187
2024
Q1 		$405K Sell
2,722
-107
-4% -$16.3K 0.05% 182
2023
Q4 		$445K Sell
2,829
-77
-3% -$11.6K 0.07% 147
2023
Q3 		$453K Sell
2,906
-281
-9% -$48.5K 0.08% 131
2023
Q2 		$571K Buy
3,187
+214
+7% +$38K 0.1% 108
2023
Q1 		$577K Buy
2,973
+464
+18% +$85.1K 0.1% 104
2022
Q4 		$436K Sell
2,509
-194
-7% -$33.6K 0.08% 122
2022
Q3 		$437K Buy
2,703
+102
+4% +$19.3K 0.08% 116
2022
Q2 		$475K Buy
2,601
+1,284
+97% +$234K 0.09% 111
2022
Q1 		$282K Sell
1,317
-118
-8% -$25.1K 0.12% 125
2021
Q4 		$308K Buy
+1,435
New +$292K 0.13% 117

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

Guardian Wealth Advisors (North Carolina)'s UPS Position: Q1 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 2,261 shares — an estimated $285K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in UPS in Q4 2021 and held it in 13 quarters. The position peaked at $577K in Q1 2023. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Guardian Wealth Advisors (North Carolina) reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 2,261 United Parcel Service shares in Q1 2025, an estimated $285K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in United Parcel Service in Q4 2021 and held it in 13 quarters.
  • Guardian Wealth Advisors (North Carolina)'s United Parcel Service position peaked at $577K in Q1 2023.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 May 2025.