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Heritage Oak Wealth Advisors’s United Parcel Service UPS Stock Holding History

Heritage Oak 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
-1,624
Closed -$221K – 179
2024
Q3 		$221K Sell
1,624
-1,181
-42% -$155K 0.1% 135
2024
Q2 		$384K Buy
+2,805
New +$402K 0.19% 71

Other funds holding UPS

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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

Heritage Oak Wealth Advisors's UPS Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,624 shares — an estimated $221K sold.

Heritage Oak Wealth Advisors first reported a position in UPS in Q2 2024 and held it in 2 quarters. The position peaked at $384K in Q2 2024. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 1,624 United Parcel Service shares in Q4 2024, an estimated $221K.
  • Heritage Oak Wealth Advisors first reported a position in United Parcel Service in Q2 2024 and held it in 2 quarters.
  • Heritage Oak Wealth Advisors's United Parcel Service position peaked at $384K in Q2 2024.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.