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

Paulson 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
Q1 		– Sell
-1,945
Closed -$245K – 140
2024
Q4 		$245K Sell
1,945
-935
-32% -$123K 0.07% 125
2024
Q3 		$393K Buy
2,880
+87
+3% +$11.4K 0.11% 99
2024
Q2 		$382K Buy
2,793
+50
+2% +$7.16K 0.11% 93
2024
Q1 		$408K Buy
2,743
+79
+3% +$12K 0.12% 91
2023
Q4 		$419K Buy
2,664
+916
+52% +$138K 0.13% 83
2023
Q3 		$272K Buy
1,748
+49
+3% +$8.46K 0.1% 107
2023
Q2 		$305K Buy
+1,699
New +$302K 0.1% 98
2018
Q1 		– Sell
-500
Closed -$60K – 505
2017
Q4 		$60K Buy
+500
New +$58.8K 0.05% 186

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paulson Wealth Management's UPS Position: Q1 2025 in Review

Paulson Wealth Management sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,945 shares — an estimated $245K sold.

Paulson Wealth Management first reported a position in UPS in Q4 2017 and held it in 8 quarters. The position peaked at $419K in Q4 2023. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Paulson Wealth Management reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Paulson Wealth Management sold 1,945 United Parcel Service shares in Q1 2025, an estimated $245K.
  • Paulson Wealth Management first reported a position in United Parcel Service in Q4 2017 and held it in 8 quarters.
  • Paulson Wealth Management's United Parcel Service position peaked at $419K in Q4 2023.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Paulson Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.