Paladin Wealth’s United Parcel Service UPS Stock Holding History

Paladin Wealth’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
2024 Q4	–	Sell	-72	Closed	-$9.82K	–	221
2024 Q3	$9.82K	Buy	+72	New	+$9.45K	0.01%	182

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Paladin Wealth's UPS Position: Q4 2024 in Review

Paladin Wealth sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 72 shares — an estimated $9.82K sold.

Paladin Wealth first reported a position in UPS in Q3 2024 and held it in 1 quarter. The position peaked at $9.82K in Q3 2024. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

Paladin Wealth reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
Paladin Wealth sold 72 United Parcel Service shares in Q4 2024, an estimated $9.82K.
Paladin Wealth first reported a position in United Parcel Service in Q3 2024 and held it in 1 quarter.
Paladin Wealth's United Parcel Service position peaked at $9.82K in Q3 2024.
2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Paladin Wealth's 13F filing for Q4 2024, filed 29 Jan 2025.