GWMI
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Guardian Wealth Management (Illinois)’s United Parcel Service UPS Stock Holding History

Guardian Wealth Management (Illinois)’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
-205
Closed -$22.6K – 196
2025
Q1 		$22.6K Buy
205
+2
+1% +$239 0.02% 131
2024
Q4 		$25.6K Buy
203
+3
+2% +$395 0.02% 138
2024
Q3 		$27.3K Buy
200
+2
+1% +$263 0.02% 134
2024
Q2 		$27.1K Buy
198
+3
+2% +$430 0.02% 130
2024
Q1 		$29K Buy
195
+2
+1% +$304 0.02% 126
2023
Q4 		$30.4K Buy
193
+2
+1% +$302 0.03% 123
2023
Q3 		$29.8K Buy
191
+2
+1% +$345 0.03% 120
2023
Q2 		$34K Buy
189
+1
+0.5% +$178 0.03% 117
2023
Q1 		$36.4K Buy
188
+2
+1% +$367 0.04% 118
2022
Q4 		$32.3K Buy
186
+2
+1% +$346 0.03% 131
2022
Q3 		$30K Buy
184
+1
+0.5% +$189 0.03% 126
2022
Q2 		$33K Sell
183
-524
-74% -$95.6K 0.04% 125
2022
Q1 		$152K Buy
707
+527
+293% +$112K 0.15% 83
2021
Q4 		$39K Buy
+180
New +$36.6K 0.04% 129

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Guardian Wealth Management (Illinois)'s UPS Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 205 shares — an estimated $22.6K sold.

Guardian Wealth Management (Illinois) first reported a position in UPS in Q4 2021 and held it in 14 quarters. The position peaked at $152K in Q1 2022. 2,116 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 205 United Parcel Service shares in Q2 2025, an estimated $22.6K.
  • Guardian Wealth Management (Illinois) first reported a position in United Parcel Service in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s United Parcel Service position peaked at $152K in Q1 2022.
  • 2,116 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.