Next Level Private’s United Parcel Service UPS Stock Holding History

Next Level Private’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	-1,598	Closed	-$202K	–	144
2024 Q4	$202K	Hold	1,598	–	–	0.08%	131
2024 Q3	$218K	Sell	1,598 -270	-14%	-$35.4K	0.09%	129
2024 Q2	$256K	Sell	1,868 -1,459	-44%	-$209K	0.12%	112
2024 Q1	$495K	Buy	3,327 +647	+24%	+$98.3K	0.23%	77
2023 Q4	$421K	Sell	2,680 -808	-23%	-$122K	0.24%	64
2023 Q3	$541K	Buy	+3,488	New	+$602K	0.36%	55
2022 Q4	–	Sell	-2,779	Closed	-$467K	–	102
2022 Q3	$467K	Buy	+2,779	New	+$526K	0.41%	47
2022 Q2	–	Sell	-2,779	Closed	-$596K	–	183
2022 Q1	$596K	Hold	2,779	–	–	0.48%	47
2021 Q4	$596K	Buy	+2,779	New	+$565K	0.5%	46

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

Next Level Private's UPS Position: Q1 2025 in Review

Next Level Private sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,598 shares — an estimated $202K sold.

Next Level Private first reported a position in UPS in Q4 2021 and held it in 9 quarters. The position peaked at $596K in Q1 2022. 2,199 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

Next Level Private reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
Next Level Private sold 1,598 United Parcel Service shares in Q1 2025, an estimated $202K.
Next Level Private first reported a position in United Parcel Service in Q4 2021 and held it in 9 quarters.
Next Level Private's United Parcel Service position peaked at $596K in Q1 2022.
2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Next Level Private's 13F filing for Q1 2025, filed 11 Apr 2025.