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Parkworth Wealth Management’s United Parcel Service UPS Stock Holding History

Parkworth Wealth Management’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 		$1.82K Buy
18
+13
+260% +$1.28K ﹤0.01% 282
2025
Q1 		$550 Sell
5
-3
-38% -$359 ﹤0.01% 387
2024
Q4 		$1.01K Buy
+8
New +$1.05K ﹤0.01% 279

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Parkworth Wealth Management's UPS Position: Q2 2025 in Review

Parkworth Wealth Management increased its United Parcel Service (UPS) stake by 260% in Q2 2025, buying an estimated $1.28K and bringing the position to 18 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Parkworth Wealth Management first reported a position in UPS in Q4 2024 and has held it in 3 quarters since. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Parkworth Wealth Management held 18 shares of United Parcel Service worth $1.82K as of Q2 2025.
  • Parkworth Wealth Management bought 13 United Parcel Service shares in Q2 2025, an estimated $1.28K.
  • United Parcel Service made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #282 holding.
  • Parkworth Wealth Management first reported a position in United Parcel Service in Q4 2024 and has held it in 3 quarters since.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.