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Investment Advisory Services’s United Parcel Service UPS Stock Holding History

Investment Advisory Services’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
-2,204
Closed -$278K – 120
2024
Q4 		$278K Buy
2,204
+389
+21% +$51.2K 0.1% 94
2024
Q3 		$247K Sell
1,815
-57
-3% -$7.48K 0.09% 108
2024
Q2 		$256K Sell
1,872
-76
-4% -$10.9K 0.09% 101
2024
Q1 		$289K Buy
1,948
+39
+2% +$5.93K 0.11% 101
2023
Q4 		$300K Sell
1,909
-424
-18% -$64.1K 0.12% 95
2023
Q3 		$364K Buy
2,333
+247
+12% +$42.6K 0.16% 86
2023
Q2 		$374K Sell
2,086
-17
-0.8% -$3.02K 0.16% 88
2023
Q1 		$408K Buy
2,103
+12
+0.6% +$2.2K 0.2% 80
2022
Q4 		$364K Buy
2,091
+89
+4% +$15.4K 0.19% 84
2022
Q3 		$323K Buy
2,002
+44
+2% +$8.33K 0.19% 80
2022
Q2 		$357K Hold
1,958
– – 0.21% 80
2022
Q1 		$420K Buy
1,958
+11
+0.6% +$2.34K 0.23% 79
2021
Q4 		$417K Buy
1,947
+39
+2% +$7.93K 0.23% 76
2021
Q3 		$347K Buy
1,908
+21
+1% +$4.14K 0.21% 80
2021
Q2 		$392K Buy
+1,887
New +$378K 0.24% 77
2020
Q4 		$299K Buy
1,776
+9
+0.5% +$1.52K 0.21% 76
2020
Q3 		$294K Buy
+1,767
New +$257K 0.23% 71

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

Investment Advisory Services's UPS Position: Q1 2025 in Review

Investment Advisory Services sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 2,204 shares — an estimated $278K sold.

Investment Advisory Services first reported a position in UPS in Q3 2020 and held it in 17 quarters. The position peaked at $420K in Q1 2022. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Investment Advisory Services reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Investment Advisory Services sold 2,204 United Parcel Service shares in Q1 2025, an estimated $278K.
  • Investment Advisory Services first reported a position in United Parcel Service in Q3 2020 and held it in 17 quarters.
  • Investment Advisory Services's United Parcel Service position peaked at $420K in Q1 2022.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Investment Advisory Services's 13F filing for Q1 2025, filed 24 Apr 2025.