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Petros Family Wealth’s United Parcel Service UPS Stock Holding History

Petros Family 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
2025
Q1 		– Sell
-1,667
Closed -$210K – 141
2024
Q4 		$210K Buy
+1,667
New +$219K 0.23% 115

Other funds holding UPS

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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

Petros Family Wealth's UPS Position: Q1 2025 in Review

Petros Family Wealth sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,667 shares — an estimated $210K sold.

Petros Family Wealth first reported a position in UPS in Q4 2024 and held it in 1 quarter. The position peaked at $210K in Q4 2024. 2,199 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Petros Family Wealth reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Petros Family Wealth sold 1,667 United Parcel Service shares in Q1 2025, an estimated $210K.
  • Petros Family Wealth first reported a position in United Parcel Service in Q4 2024 and held it in 1 quarter.
  • Petros Family Wealth's United Parcel Service position peaked at $210K in Q4 2024.
  • 2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Petros Family Wealth's 13F filing for Q1 2025, filed 23 Apr 2025.