PFG Private Wealth Management’s United Parcel Service UPS Stock Holding History

PFG Private 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	–	Sell	-24	Closed	-$2.64K	–	238
2025 Q1	$2.64K	Sell	24 -2	-8%	-$239	﹤0.01%	220
2024 Q4	$3.28K	Buy	26 +9	+53%	+$1.18K	﹤0.01%	180
2024 Q3	$2.32K	Hold	17	–	–	﹤0.01%	199
2024 Q2	$2.33K	Hold	17	–	–	﹤0.01%	199
2024 Q1	$2.53K	Sell	17 -2	-11%	-$304	﹤0.01%	183
2023 Q4	$2.99K	Sell	19 -25	-57%	-$3.78K	﹤0.01%	178
2023 Q3	$6.86K	Sell	44 -26	-37%	-$4.49K	0.01%	201
2023 Q2	$12.5K	Buy	70 +54	+338%	+$9.59K	0.01%	200
2023 Q1	$3.1K	Buy	16 +11	+220%	+$2.02K	﹤0.01%	243
2022 Q4	$1K	Sell	5 -10	-67%	-$1.73K	﹤0.01%	334
2022 Q3	$2K	Buy	15 +10	+200%	+$1.89K	﹤0.01%	315
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	305
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	288
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	301
2021 Q3	$1K	Buy	+5	New	+$987	﹤0.01%	296

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

PFG Private Wealth Management's UPS Position: Q2 2025 in Review

PFG Private Wealth Management sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 24 shares — an estimated $2.64K sold.

PFG Private Wealth Management first reported a position in UPS in Q3 2021 and held it in 15 quarters. The position peaked at $12.5K in Q2 2023. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

PFG Private Wealth Management reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 24 United Parcel Service shares in Q2 2025, an estimated $2.64K.
PFG Private Wealth Management first reported a position in United Parcel Service in Q3 2021 and held it in 15 quarters.
PFG Private Wealth Management's United Parcel Service position peaked at $12.5K in Q2 2023.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.