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Private Wealth Partners’s United Parcel Service UPS Stock Holding History

Private Wealth Partners’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
-4,100
Closed -$517K – 187
2024
Q4 		$517K Sell
4,100
-350
-8% -$46.1K 0.04% 124
2024
Q3 		$607K Buy
4,450
+1,700
+62% +$223K 0.05% 115
2024
Q2 		$376K Buy
2,750
+300
+12% +$43K 0.03% 128
2024
Q1 		$364K Sell
2,450
-850
-26% -$129K 0.03% 124
2023
Q4 		$519K Buy
3,300
+500
+18% +$75.6K 0.04% 110
2023
Q3 		$436K Buy
2,800
+800
+40% +$138K 0.04% 108
2023
Q2 		$359K Hold
2,000
– – 0.03% 115
2023
Q1 		$388K Buy
+2,000
New +$367K 0.04% 116
2016
Q1 		– Sell
-92,425
Closed -$8.89M – 133
2015
Q4 		$8.89M Sell
92,425
-20
-0% -$2.04K 2.08% 13
2015
Q3 		$9.12M Buy
92,445
+6,620
+8% +$654K 2.3% 12
2015
Q2 		$8.32M Buy
85,825
+8,540
+11% +$848K 1.88% 14
2015
Q1 		$7.49M Buy
77,285
+26,785
+53% +$2.75M 1.72% 18
2014
Q4 		$5.61M Sell
50,500
-2,450
-5% -$259K 1.32% 21
2014
Q3 		$5.2M Sell
52,950
-950
-2% -$94.4K 1.14% 21
2014
Q2 		$5.53M Sell
53,900
-9,175
-15% -$921K 1.22% 23
2014
Q1 		$6.14M Sell
63,075
-1,900
-3% -$185K 1.45% 20
2013
Q4 		$6.83M Buy
64,975
+3,900
+6% +$384K 1.52% 19
2013
Q3 		$5.58M Buy
61,075
+56,400
+1,206% +$4.96M 1.32% 21
2013
Q2 		$404K Buy
+4,675
New +$401K 0.1% 126

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

Private Wealth Partners's UPS Position: Q1 2025 in Review

Private Wealth Partners sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 4,100 shares — an estimated $517K sold.

Private Wealth Partners first reported a position in UPS in Q2 2013 and held it in 19 quarters. The position peaked at $9.12M in Q3 2015. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Private Wealth Partners reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Partners sold 4,100 United Parcel Service shares in Q1 2025, an estimated $517K.
  • Private Wealth Partners first reported a position in United Parcel Service in Q2 2013 and held it in 19 quarters.
  • Private Wealth Partners's United Parcel Service position peaked at $9.12M in Q3 2015.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Private Wealth Partners's 13F filing for Q1 2025, filed 22 Apr 2025.