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Holistic Planning’s United Parcel Service UPS Stock Holding History

Holistic Planning’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
-2,097
Closed -$264K – 195
2024
Q4 		$264K Sell
2,097
-65
-3% -$8.55K 0.1% 145
2024
Q3 		$295K Buy
2,162
+183
+9% +$24K 0.12% 115
2024
Q2 		$294K Hold
1,979
– – 0.23% 85
2024
Q1 		$294K Buy
1,979
+4
+0.2% +$608 0.22% 85
2023
Q4 		$311K Buy
+1,975
New +$299K 0.26% 84

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

Holistic Planning's UPS Position: Q1 2025 in Review

Holistic Planning sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 2,097 shares — an estimated $264K sold.

Holistic Planning first reported a position in UPS in Q4 2023 and held it in 5 quarters. The position peaked at $311K in Q4 2023. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Holistic Planning reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Holistic Planning sold 2,097 United Parcel Service shares in Q1 2025, an estimated $264K.
  • Holistic Planning first reported a position in United Parcel Service in Q4 2023 and held it in 5 quarters.
  • Holistic Planning's United Parcel Service position peaked at $311K in Q4 2023.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Holistic Planning's 13F filing for Q1 2025, filed 24 Apr 2025.