Moser Wealth Advisors’s United Parcel Service UPS Stock Holding History

Moser Wealth 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	-79	Closed	-$9.96K	–	168
2024 Q4	$9.96K	Hold	79	–	–	0.01%	116
2024 Q3	$10.8K	Hold	79	–	–	0.01%	118
2024 Q2	$10.8K	Hold	79	–	–	0.01%	117
2024 Q1	$11.7K	Hold	79	–	–	0.01%	118
2023 Q4	$12.4K	Hold	79	–	–	0.01%	113
2023 Q3	$12.3K	Hold	79	–	–	0.01%	107
2023 Q2	$14.2K	Buy	+79	New	+$14K	0.01%	104
2022 Q4	$13.7K	Hold	79	–	–	0.01%	101
2022 Q3	$13K	Hold	79	–	–	0.01%	107
2022 Q2	$14K	Hold	79	–	–	0.01%	106
2022 Q1	$17K	Hold	79	–	–	0.01%	104
2021 Q4	$17K	Hold	79	–	–	0.01%	106
2021 Q3	$14K	Hold	79	–	–	0.01%	108
2021 Q2	$16K	Hold	79	–	–	0.01%	106
2021 Q1	$13K	Hold	79	–	–	0.01%	102
2020 Q4	$13K	Buy	+79	New	+$13.3K	0.01%	103

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moser Wealth Advisors's UPS Position: Q1 2025 in Review

Moser Wealth Advisors sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 79 shares — an estimated $9.96K sold.

Moser Wealth Advisors first reported a position in UPS in Q4 2020 and held it in 16 quarters. The position peaked at $17K in Q1 2022. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

Moser Wealth Advisors reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
Moser Wealth Advisors sold 79 United Parcel Service shares in Q1 2025, an estimated $9.96K.
Moser Wealth Advisors first reported a position in United Parcel Service in Q4 2020 and held it in 16 quarters.
Moser Wealth Advisors's United Parcel Service position peaked at $17K in Q1 2022.
2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Moser Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.