Pacific Capital Wealth Advisors’s United Parcel Service UPS Stock Holding History

Pacific Capital 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	-1,007	Closed	-$127K	–	359
2024 Q4	$127K	Sell	1,007 -21	-2%	-$2.76K	0.02%	105
2024 Q3	$140K	Buy	1,028 +21	+2%	+$2.76K	0.02%	95
2024 Q2	$138K	Hold	1,007	–	–	0.03%	91
2024 Q1	$150K	Hold	1,007	–	–	0.04%	75
2023 Q4	$158K	Buy	+1,007	New	+$152K	0.04%	73
2022 Q3	–	Sell	-1,110	Closed	-$203K	–	93
2022 Q2	$203K	Hold	1,110	–	–	0.06%	83
2022 Q1	$238K	Buy	1,110 +103	+10%	+$21.9K	0.07%	84
2021 Q4	$216K	Buy	+1,007	New	+$205K	0.06%	88
2021 Q3	–	Sell	-1,007	Closed	-$209K	–	85
2021 Q2	$209K	Buy	+1,007	New	+$201K	0.11%	74
2020 Q4	–	Sell	-1,007	Closed	-$168K	–	186
2020 Q3	$168K	Buy	+1,007	New	+$147K	0.1%	67

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

Pacific Capital Wealth Advisors's UPS Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,007 shares — an estimated $127K sold.

Pacific Capital Wealth Advisors first reported a position in UPS in Q3 2020 and held it in 10 quarters. The position peaked at $238K in Q1 2022. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 1,007 United Parcel Service shares in Q1 2025, an estimated $127K.
Pacific Capital Wealth Advisors first reported a position in United Parcel Service in Q3 2020 and held it in 10 quarters.
Pacific Capital Wealth Advisors's United Parcel Service position peaked at $238K in Q1 2022.
2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.