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Modus Advisors’s United Parcel Service UPS Stock Holding History

Modus Advisors’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
-182
Closed -$22.9K – 291
2024
Q4 		$22.9K Sell
182
-9,034
-98% -$1.19M 0.01% 192
2024
Q3 		$1.26M Sell
9,216
-753
-8% -$98.9K 0.41% 61
2024
Q2 		$1.36M Sell
9,969
-295
-3% -$42.2K 0.48% 56
2024
Q1 		$1.53M Sell
10,264
-417
-4% -$63.4K 0.56% 51
2023
Q4 		$1.68M Sell
10,681
-253
-2% -$38.3K 0.68% 45
2023
Q3 		$1.7M Buy
10,934
+142
+1% +$24.5K 0.74% 48
2023
Q2 		$1.93M Buy
10,792
+254
+2% +$45.1K 0.83% 48
2023
Q1 		$2.04M Buy
10,538
+60
+0.6% +$11K 0.94% 45
2022
Q4 		$1.82M Buy
10,478
+738
+8% +$128K 0.88% 46
2022
Q3 		$1.57M Buy
9,740
+36
+0.4% +$6.82K 0.83% 42
2022
Q2 		$1.77M Buy
9,704
+322
+3% +$58.7K 0.9% 39
2022
Q1 		$2.01M Buy
9,382
+48
+0.5% +$10.2K 0.88% 38
2021
Q4 		$2M Sell
9,334
-580
-6% -$118K 0.85% 38
2021
Q3 		$1.8M Buy
9,914
+325
+3% +$64.2K 0.78% 40
2021
Q2 		$1.99M Sell
9,589
-104
-1% -$20.8K 0.84% 38
2021
Q1 		$1.65M Buy
9,693
+779
+9% +$126K 0.76% 44
2020
Q4 		$1.5M Buy
8,914
+574
+7% +$96.9K 0.78% 44
2020
Q3 		$1.39M Buy
8,340
+820
+11% +$119K 0.8% 41
2020
Q2 		$836K Buy
7,520
+2,572
+52% +$257K 0.55% 48
2020
Q1 		$462K Buy
4,948
+501
+11% +$51.9K 0.43% 40
2019
Q4 		$521K Buy
+4,447
New +$526K 0.41% 46

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

Modus Advisors's UPS Position: Q1 2025 in Review

Modus Advisors sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 182 shares — an estimated $22.9K sold.

Modus Advisors first reported a position in UPS in Q4 2019 and held it in 21 quarters. The position peaked at $2.04M in Q1 2023. 2,199 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Modus Advisors reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Modus Advisors sold 182 United Parcel Service shares in Q1 2025, an estimated $22.9K.
  • Modus Advisors first reported a position in United Parcel Service in Q4 2019 and held it in 21 quarters.
  • Modus Advisors's United Parcel Service position peaked at $2.04M in Q1 2023.
  • 2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Modus Advisors's 13F filing for Q1 2025, filed 1 Apr 2025.