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Marcum Wealth’s United Parcel Service UPS Stock Holding History

Marcum 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 		$11.9M Buy
108,545
+685
+0.6% +$81.9K 1.03% 18
2024
Q4 		$13.6M Sell
107,860
-1,355
-1% -$178K 1.18% 17
2024
Q3 		$14.9M Sell
109,215
-558
-0.5% -$73.3K 1.38% 15
2024
Q2 		$15M Sell
109,773
-1,836
-2% -$263K 1.51% 14
2024
Q1 		$16.6M Buy
111,609
+166
+0.1% +$25.2K 1.68% 11
2023
Q4 		$17.5M Sell
111,443
-2,569
-2% -$388K 1.86% 11
2023
Q3 		$17.8M Sell
114,012
-482
-0.4% -$83.2K 2.14% 8
2023
Q2 		$20.5M Sell
114,494
-582
-0.5% -$103K 2.41% 9
2023
Q1 		$22.3M Buy
115,076
+1,899
+2% +$348K 2.79% 8
2022
Q4 		$19.7M Sell
113,177
-2,142
-2% -$371K 2.61% 8
2022
Q3 		$18.6M Buy
115,319
+354
+0.3% +$67K 2.83% 8
2022
Q2 		$21M Buy
114,965
+867
+0.8% +$158K 3.14% 8
2022
Q1 		$24.5M Buy
114,098
+1,165
+1% +$248K 3.38% 8
2021
Q4 		$24.2M Buy
112,933
+7,149
+7% +$1.45M 3.37% 7
2021
Q3 		$19.3M Buy
105,784
+985
+0.9% +$194K 3.03% 8
2021
Q2 		$21.8M Sell
104,799
-1,341
-1% -$268K 3.54% 7
2021
Q1 		$18M Buy
106,140
+4,356
+4% +$705K 2.97% 10
2020
Q4 		$17.1M Sell
101,784
-33
-0% -$5.57K 4.02% 8
2020
Q3 		$17M Buy
101,817
+448
+0.4% +$65.2K 5.2% 7
2020
Q2 		$11.3M Buy
101,369
+106
+0.1% +$10.6K 3.47% 7
2020
Q1 		$9.46M Buy
101,263
+230
+0.2% +$23.8K 3.66% 8
2019
Q4 		$11.8M Buy
+101,033
New +$12M 4.43% 7

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

Marcum Wealth's UPS Position: Q1 2025 in Review

Marcum Wealth increased its United Parcel Service (UPS) stake by 0.64% in Q1 2025, buying an estimated $81.9K and bringing the position to 108,545 shares worth $11.9M. The position accounts for 1.03% of the portfolio, ranked #18.

Marcum Wealth first reported a position in UPS in Q4 2019 and has held it in 22 quarters since. The position peaked at $24.5M in Q1 2022. 2,199 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Marcum Wealth held 108,545 shares of United Parcel Service worth $11.9M as of Q1 2025.
  • Marcum Wealth bought 685 United Parcel Service shares in Q1 2025, an estimated $81.9K.
  • United Parcel Service made up 1.03% of Marcum Wealth's portfolio in Q1 2025, its #18 holding.
  • Marcum Wealth first reported a position in United Parcel Service in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's United Parcel Service position peaked at $24.5M in Q1 2022.
  • 2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.