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

Salvus 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
-4,363
Closed -$480K – 131
2025
Q1 		$480K Buy
4,363
+379
+10% +$45.3K 0.3% 83
2024
Q4 		$502K Sell
3,984
-314
-7% -$41.3K 0.32% 83
2024
Q3 		$586K Buy
4,298
+17
+0.4% +$2.23K 0.36% 73
2024
Q2 		$586K Sell
4,281
-12
-0.3% -$1.72K 0.4% 66
2024
Q1 		$638K Buy
4,293
+5
+0.1% +$760 0.44% 64
2023
Q4 		$674K Sell
4,288
-24
-0.6% -$3.63K 0.48% 57
2023
Q3 		$672K Buy
4,312
+36
+0.8% +$6.21K 0.53% 52
2023
Q2 		$766K Buy
4,276
+93
+2% +$16.5K 0.59% 45
2023
Q1 		$811K Buy
4,183
+85
+2% +$15.6K 0.66% 40
2022
Q4 		$712K Buy
4,098
+28
+0.7% +$4.85K 0.65% 45
2022
Q3 		$657K Buy
4,070
+157
+4% +$29.7K 0.63% 42
2022
Q2 		$714K Sell
3,913
-29
-0.7% -$5.29K 0.64% 41
2022
Q1 		$845K Buy
3,942
+125
+3% +$26.6K 0.65% 39
2021
Q4 		$818K Buy
3,817
+129
+3% +$26.2K 0.6% 42
2021
Q3 		$672K Buy
3,688
+254
+7% +$50.1K 0.55% 42
2021
Q2 		$722K Buy
3,434
+82
+2% +$16.4K 0.61% 40
2021
Q1 		$580K Buy
3,352
+298
+10% +$48.2K 0.54% 46
2020
Q4 		$484K Buy
+3,054
New +$515K 0.52% 49

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

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

Salvus Wealth Management sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 4,363 shares — an estimated $480K sold.

Salvus Wealth Management first reported a position in UPS in Q4 2020 and held it in 18 quarters. The position peaked at $845K in Q1 2022. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Salvus Wealth Management reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Salvus Wealth Management sold 4,363 United Parcel Service shares in Q2 2025, an estimated $480K.
  • Salvus Wealth Management first reported a position in United Parcel Service in Q4 2020 and held it in 18 quarters.
  • Salvus Wealth Management's United Parcel Service position peaked at $845K in Q1 2022.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Salvus Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.