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Prevail Innovative Wealth Advisors’s United Parcel Service UPS Stock Holding History

Prevail Innovative Wealth Advisors’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
-6,653
Closed -$732K – 225
2025
Q1 		$732K Buy
6,653
+4,243
+176% +$507K 0.19% 127
2024
Q4 		$304K Buy
+2,410
New +$317K 0.09% 140

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

Prevail Innovative Wealth Advisors's UPS Position: Q2 2025 in Review

Prevail Innovative Wealth Advisors sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 6,653 shares — an estimated $732K sold.

Prevail Innovative Wealth Advisors first reported a position in UPS in Q4 2024 and held it in 2 quarters. The position peaked at $732K in Q1 2025. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Prevail Innovative Wealth Advisors reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 6,653 United Parcel Service shares in Q2 2025, an estimated $732K.
  • Prevail Innovative Wealth Advisors first reported a position in United Parcel Service in Q4 2024 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's United Parcel Service position peaked at $732K in Q1 2025.
  • 2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.