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MA Private Wealth’s United Parcel Service UPS Stock Holding History

MA Private Wealth’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
-1,731
Closed -$218K – 78
2024
Q4 		$218K Hold
1,731
– – 0.04% 70
2024
Q3 		$236K Hold
1,731
– – 0.04% 67
2024
Q2 		$237K Sell
1,731
-9
-0.5% -$1.29K 0.05% 70
2024
Q1 		$259K Buy
1,740
+9
+0.5% +$1.37K 0.05% 64
2023
Q4 		$272K Hold
1,731
– – 0.06% 68
2023
Q3 		$270K Hold
1,731
– – 0.06% 67
2023
Q2 		$310K Hold
1,731
– – 0.07% 62
2023
Q1 		$336K Sell
1,731
-1,091
-39% -$200K 0.08% 58
2022
Q4 		$491K Sell
2,822
-288
-9% -$49.9K 0.12% 59
2022
Q3 		$521K Hold
3,110
– – 0.13% 48
2022
Q2 		$553K Sell
3,110
-117
-4% -$21.3K 0.13% 48
2022
Q1 		$692K Buy
3,227
+12
+0.4% +$2.55K 0.13% 48
2021
Q4 		$689K Buy
3,215
+30
+0.9% +$6.1K 0.12% 50
2021
Q3 		$580K Buy
3,185
+8
+0.3% +$1.58K 0.11% 57
2021
Q2 		$661K Buy
3,177
+8
+0.3% +$1.6K 0.13% 57
2021
Q1 		$539K Buy
+3,169
New +$513K 0.11% 59
2020
Q4 		– Sell
-4,192
Closed -$698K – 83
2020
Q3 		$698K Buy
4,192
+24
+0.6% +$3.49K 0.16% 49
2020
Q2 		$463K Buy
4,168
+34
+0.8% +$3.39K 0.12% 57
2020
Q1 		$386K Buy
4,134
+40
+1% +$4.14K 0.11% 58
2019
Q4 		$479K Sell
4,094
-321
-7% -$38K 0.15% 40
2019
Q3 		$529K Sell
4,415
-859
-16% -$98.2K 0.15% 53
2019
Q2 		$545K Buy
5,274
+48
+0.9% +$4.99K 0.16% 56
2019
Q1 		$584K Buy
+5,226
New +$554K 0.19% 57

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

MA Private Wealth's UPS Position: Q1 2025 in Review

MA Private Wealth sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,731 shares — an estimated $218K sold.

MA Private Wealth first reported a position in UPS in Q1 2019 and held it in 23 quarters. The position peaked at $698K in Q3 2020. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • MA Private Wealth reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • MA Private Wealth sold 1,731 United Parcel Service shares in Q1 2025, an estimated $218K.
  • MA Private Wealth first reported a position in United Parcel Service in Q1 2019 and held it in 23 quarters.
  • MA Private Wealth's United Parcel Service position peaked at $698K in Q3 2020.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on MA Private Wealth's 13F filing for Q1 2025, filed 1 May 2025.