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

Pursue 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
-1,988
Closed -$251K – 133
2024
Q4 		$251K Buy
+1,988
New +$262K 0.14% 96
2023
Q3 		– Sell
-1,617
Closed -$290K – 103
2023
Q2 		$290K Hold
1,617
– – 0.18% 81
2023
Q1 		$314K Hold
1,617
– – 0.21% 79
2022
Q4 		$281K Hold
1,617
– – 0.22% 82
2022
Q3 		$261K Hold
1,617
– – 0.19% 87
2022
Q2 		$295K Hold
1,617
– – 0.19% 85
2022
Q1 		$312K Hold
1,617
– – 0.13% 106
2021
Q4 		$347K Buy
+1,617
New +$329K 0.13% 101

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

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

Pursue Wealth Partners sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,988 shares — an estimated $251K sold.

Pursue Wealth Partners first reported a position in UPS in Q4 2021 and held it in 8 quarters. The position peaked at $347K in Q4 2021. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Pursue Wealth Partners reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Pursue Wealth Partners sold 1,988 United Parcel Service shares in Q1 2025, an estimated $251K.
  • Pursue Wealth Partners first reported a position in United Parcel Service in Q4 2021 and held it in 8 quarters.
  • Pursue Wealth Partners's United Parcel Service position peaked at $347K in Q4 2021.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

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