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Kolinsky Wealth Management’s United Parcel Service UPS Stock Holding History

Kolinsky Wealth Management’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 		$415K Buy
3,288
+387
+13% +$50.9K 0.25% 87
2024
Q3 		$396K Sell
2,901
-210
-7% -$27.6K 0.26% 87
2024
Q2 		$426K Sell
3,111
-184
-6% -$26.3K 0.31% 72
2024
Q1 		$490K Sell
3,295
-196
-6% -$29.8K 0.37% 61
2023
Q4 		$549K Sell
3,491
-101
-3% -$15.3K 0.48% 42
2023
Q3 		$560K Buy
3,592
+2
+0.1% +$345 0.56% 35
2023
Q2 		$632K Buy
3,590
+65
+2% +$11.5K 0.6% 25
2023
Q1 		$684K Sell
3,525
-32
-0.9% -$5.87K 0.73% 22
2022
Q4 		$618K Buy
3,557
+377
+12% +$65.3K 0.71% 23
2022
Q3 		$514K Buy
3,180
+286
+10% +$54.2K 0.64% 24
2022
Q2 		$528K Sell
2,894
-39
-1% -$7.11K 0.62% 27
2022
Q1 		$629K Buy
2,933
+37
+1% +$7.86K 0.62% 27
2021
Q4 		$621K Buy
+2,896
New +$589K 0.57% 30

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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Kolinsky Wealth Management's UPS Position: Q4 2024 in Review

Kolinsky Wealth Management increased its United Parcel Service (UPS) stake by 13% in Q4 2024, buying an estimated $50.9K and bringing the position to 3,288 shares worth $415K. The position accounts for 0.25% of the portfolio, ranked #87.

Kolinsky Wealth Management first reported a position in UPS in Q4 2021 and has held it in 13 quarters since. The position peaked at $684K in Q1 2023. 2,290 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Kolinsky Wealth Management held 3,288 shares of United Parcel Service worth $415K as of Q4 2024.
  • Kolinsky Wealth Management bought 387 United Parcel Service shares in Q4 2024, an estimated $50.9K.
  • United Parcel Service made up 0.25% of Kolinsky Wealth Management's portfolio in Q4 2024, its #87 holding.
  • Kolinsky Wealth Management first reported a position in United Parcel Service in Q4 2021 and has held it in 13 quarters since.
  • Kolinsky Wealth Management's United Parcel Service position peaked at $684K in Q1 2023.
  • 2,290 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.