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Ruedi Wealth Management’s United Parcel Service UPS Stock Holding History

Ruedi 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
-90
Closed -$9.9K – 304
2025
Q1 		$9.9K Hold
90
– – ﹤0.01% 166
2024
Q4 		$11.3K Hold
90
– – ﹤0.01% 157
2024
Q3 		$12.3K Sell
90
-5
-5% -$656 ﹤0.01% 156
2024
Q2 		$13K Buy
95
+5
+6% +$716 0.01% 163
2024
Q1 		$13.4K Buy
+90
New +$13.7K 0.01% 144

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

Ruedi Wealth Management's UPS Position: Q2 2025 in Review

Ruedi Wealth Management sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 90 shares — an estimated $9.9K sold.

Ruedi Wealth Management first reported a position in UPS in Q1 2024 and held it in 5 quarters. The position peaked at $13.4K in Q1 2024. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Ruedi Wealth Management reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 90 United Parcel Service shares in Q2 2025, an estimated $9.9K.
  • Ruedi Wealth Management first reported a position in United Parcel Service in Q1 2024 and held it in 5 quarters.
  • Ruedi Wealth Management's United Parcel Service position peaked at $13.4K in Q1 2024.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.