Oak Hill Wealth Advisors’s United Parcel Service UPS Stock Holding History

Oak Hill 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 Q2	–	Sell	-1,912	Closed	-$210K	–	148
2025 Q1	$210K	Hold	1,912	–	–	0.05%	133
2024 Q4	$241K	Buy	+1,912	New	+$252K	0.06%	122
2024 Q1	–	Sell	-1,333	Closed	-$210K	–	191
2023 Q4	$210K	Sell	1,333 -50	-4%	-$7.56K	0.07%	104
2023 Q3	$216K	Buy	1,383 +49	+4%	+$8.46K	0.08%	98
2023 Q2	$239K	Buy	1,334 +1	+0.1%	+$178	0.09%	96
2023 Q1	$259K	Hold	1,333	–	–	0.1%	91
2022 Q4	$232K	Buy	+1,333	New	+$231K	0.1%	95

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Oak Hill Wealth Advisors's UPS Position: Q2 2025 in Review

Oak Hill Wealth Advisors sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 1,912 shares — an estimated $210K sold.

Oak Hill Wealth Advisors first reported a position in UPS in Q4 2022 and held it in 7 quarters. The position peaked at $259K in Q1 2023. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Oak Hill Wealth Advisors reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
Oak Hill Wealth Advisors sold 1,912 United Parcel Service shares in Q2 2025, an estimated $210K.
Oak Hill Wealth Advisors first reported a position in United Parcel Service in Q4 2022 and held it in 7 quarters.
Oak Hill Wealth Advisors's United Parcel Service position peaked at $259K in Q1 2023.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.