Lowe Wealth Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.09K | Hold |
25
| – | – | ﹤0.01% | 336 |
|
|
2025
Q2 | $2.52K | Sell |
25
-41
| -62% | -$4.03K | ﹤0.01% | 322 |
|
|
2025
Q1 | $7.26K | Hold |
66
| – | – | ﹤0.01% | 265 |
|
|
2024
Q4 | $8.32K | Buy |
66
+41
| +164% | +$5.4K | ﹤0.01% | 244 |
|
|
2024
Q3 | $3.41K | Hold |
25
| – | – | ﹤0.01% | 268 |
|
|
2024
Q2 | $3.42K | Hold |
25
| – | – | ﹤0.01% | 263 |
|
|
2024
Q1 | $3.72K | Hold |
25
| – | – | ﹤0.01% | 254 |
|
|
2023
Q4 | $3.93K | Hold |
25
| – | – | ﹤0.01% | 258 |
|
|
2023
Q3 | $3.9K | Hold |
25
| – | – | ﹤0.01% | 246 |
|
|
2023
Q2 | $4.48K | Hold |
25
| – | – | ﹤0.01% | 273 |
|
|
2023
Q1 | $4.85K | Hold |
25
| – | – | ﹤0.01% | 256 |
|
|
2022
Q4 | $4.35K | Hold |
25
| – | – | ﹤0.01% | 265 |
|
|
2022
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 262 |
|
|
2022
Q2 | $5K | Hold |
25
| – | – | ﹤0.01% | 238 |
|
|
2022
Q1 | $5K | Hold |
25
| – | – | ﹤0.01% | 246 |
|
|
2021
Q4 | $5K | Hold |
25
| – | – | ﹤0.01% | 232 |
|
|
2021
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 222 |
|
|
2021
Q2 | $5K | Hold |
25
| – | – | ﹤0.01% | 217 |
|
|
2021
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 223 |
|
|
2020
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 218 |
|
|
2020
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 208 |
|
|
2020
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 218 |
|
|
2020
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 248 |
|
|
2019
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 230 |
|
|
2019
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 222 |
|
|
2019
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 238 |
|
|
2019
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 234 |
|
|
2018
Q4 | $2K | Sell |
25
-34
| -58% | -$3.69K | ﹤0.01% | 220 |
|
|
2018
Q3 | $7K | Buy |
59
+34
| +136% | +$4K | ﹤0.01% | 169 |
|
|
2018
Q2 | $3K | Sell |
25
-151
| -86% | -$17K | ﹤0.01% | 191 |
|
|
2018
Q1 | $18K | Hold |
176
| – | – | 0.01% | 119 |
|
|
2017
Q4 | $21K | Hold |
176
| – | – | 0.01% | 114 |
|
|
2017
Q3 | $21K | Buy |
176
+151
| +604% | +$17.2K | 0.01% | 109 |
|
|
2017
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 178 |
|
|
2017
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 177 |
|
|
2016
Q4 | $3K | Sell |
25
-116
| -82% | -$13.1K | ﹤0.01% | 186 |
|
|
2016
Q3 | $15K | Buy |
141
+100
| +244% | +$10.9K | 0.01% | 120 |
|
|
2016
Q2 | $4K | Buy |
41
+16
| +64% | +$1.67K | ﹤0.01% | 167 |
|
|
2016
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 179 |
|
|
2015
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 199 |
|
|
2015
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 197 |
|
|
2015
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 200 |
|
|
2015
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 196 |
|
|
2014
Q4 | $3K | Buy |
+25
| New | +$2.64K | ﹤0.01% | 168 |
|
Other funds holding UPS
Lowe Wealth Advisors's UPS Position: Q3 2025 in Review
Lowe Wealth Advisors held its United Parcel Service (UPS) position steady in Q3 2025 at 25 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #336.
Lowe Wealth Advisors first reported a position in UPS in Q4 2014 and has held it in 44 quarters since. The position peaked at $21K in Q4 2017. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.
- Lowe Wealth Advisors held 25 shares of United Parcel Service worth $2.09K as of Q3 2025.
- Lowe Wealth Advisors left its United Parcel Service share count unchanged in Q3 2025.
- United Parcel Service made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #336 holding.
- Lowe Wealth Advisors first reported a position in United Parcel Service in Q4 2014 and has held it in 44 quarters since.
- Lowe Wealth Advisors's United Parcel Service position peaked at $21K in Q4 2017.
- 1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.
Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.