QPWM
UPS icon

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

Quadrant 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
Q1 		– Sell
-1,684
Closed -$212K – 252
2024
Q4 		$212K Buy
1,684
+202
+14% +$26.6K 0.05% 228
2024
Q3 		$202K Sell
1,482
-83
-5% -$10.9K 0.05% 236
2024
Q2 		$214K Buy
1,565
+157
+11% +$22.5K 0.05% 234
2024
Q1 		$209K Hold
1,408
– – 0.05% 217
2023
Q4 		$221K Buy
1,408
+39
+3% +$5.9K 0.06% 204
2023
Q3 		$213K Sell
1,369
-186
-12% -$32.1K 0.07% 203
2023
Q2 		$279K Hold
1,555
– – 0.08% 195
2023
Q1 		$302K Sell
1,555
-50
-3% -$9.17K 0.09% 182
2022
Q4 		$279K Buy
+1,605
New +$278K 0.09% 189
2022
Q2 		$256K Sell
1,400
-383
-21% -$69.9K 0.11% 167
2022
Q1 		$382K Sell
1,783
-73
-4% -$15.5K 0.14% 139
2021
Q4 		$398K Buy
1,856
+73
+4% +$14.8K 0.15% 140
2021
Q3 		$325K Buy
1,783
+126
+8% +$24.9K 0.13% 145
2021
Q2 		$345K Sell
1,657
-35
-2% -$7K 0.14% 144
2021
Q1 		$288K Sell
1,692
-68
-4% -$11K 0.13% 156
2020
Q4 		$296K Sell
1,760
-667
-27% -$113K 0.13% 151
2020
Q3 		$404K Sell
2,427
-473
-16% -$68.9K 0.2% 103
2020
Q2 		$322K Sell
2,900
-953
-25% -$95.1K 0.19% 119
2020
Q1 		$360K Buy
+3,853
New +$399K 0.3% 78

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

Quadrant Private Wealth Management's UPS Position: Q1 2025 in Review

Quadrant Private Wealth Management sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,684 shares — an estimated $212K sold.

Quadrant Private Wealth Management first reported a position in UPS in Q1 2020 and held it in 19 quarters. The position peaked at $404K in Q3 2020. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Quadrant Private Wealth Management reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 1,684 United Parcel Service shares in Q1 2025, an estimated $212K.
  • Quadrant Private Wealth Management first reported a position in United Parcel Service in Q1 2020 and held it in 19 quarters.
  • Quadrant Private Wealth Management's United Parcel Service position peaked at $404K in Q3 2020.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.