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McKinley Carter Wealth Services’s United Parcel Service UPS Stock Holding History

McKinley Carter Wealth 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
Q2 		– Sell
-11,787
Closed -$1.3M – 319
2025
Q1 		$1.3M Buy
11,787
+703
+6% +$84.1K 0.08% 142
2024
Q4 		$1.4M Sell
11,084
-231
-2% -$30.4K 0.09% 137
2024
Q3 		$1.54M Buy
11,315
+911
+9% +$120K 0.09% 137
2024
Q2 		$1.42M Buy
10,404
+633
+6% +$90.6K 0.09% 138
2024
Q1 		$1.45M Buy
9,771
+658
+7% +$100K 0.1% 136
2023
Q4 		$1.43M Sell
9,113
-862
-9% -$130K 0.1% 125
2023
Q3 		$1.55M Buy
9,975
+283
+3% +$48.8K 0.12% 115
2023
Q2 		$1.74M Sell
9,692
-26
-0.3% -$4.62K 0.13% 109
2023
Q1 		$1.89M Buy
9,718
+643
+7% +$118K 0.15% 106
2022
Q4 		$1.58M Buy
9,075
+2,237
+33% +$387K 0.13% 113
2022
Q3 		$1.1M Buy
6,838
+358
+6% +$67.8K 0.1% 124
2022
Q2 		$1.18M Buy
6,480
+1,014
+19% +$185K 0.1% 124
2022
Q1 		$1.17M Buy
5,466
+3,904
+250% +$830K 0.09% 133
2021
Q4 		$335K Sell
1,562
-16
-1% -$3.25K 0.03% 230
2021
Q3 		$287K Hold
1,578
– – 0.02% 241
2021
Q2 		$328K Hold
1,578
– – 0.03% 231
2021
Q1 		$269K Buy
1,578
+16
+1% +$2.59K 0.02% 248
2020
Q4 		$263K Buy
+1,562
New +$264K 0.03% 224
2018
Q2 		– Sell
-456
Closed -$48K – 366
2018
Q1 		$48K Buy
+456
New +$52.7K 0.02% 263

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

McKinley Carter Wealth Services's UPS Position: Q2 2025 in Review

McKinley Carter Wealth Services sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 11,787 shares — an estimated $1.3M sold.

McKinley Carter Wealth Services first reported a position in UPS in Q1 2018 and held it in 19 quarters. The position peaked at $1.89M in Q1 2023. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • McKinley Carter Wealth Services reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 11,787 United Parcel Service shares in Q2 2025, an estimated $1.3M.
  • McKinley Carter Wealth Services first reported a position in United Parcel Service in Q1 2018 and held it in 19 quarters.
  • McKinley Carter Wealth Services's United Parcel Service position peaked at $1.89M in Q1 2023.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2025, filed 24 Jul 2025.