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

Sanctuary 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
2024
Q4 		$5.3K Hold
42
– – ﹤0.01% 190
2024
Q3 		$5.73K Hold
42
– – ﹤0.01% 196
2024
Q2 		$5.75K Hold
42
– – ﹤0.01% 173
2024
Q1 		$6.24K Hold
42
– – 0.01% 166
2023
Q4 		$6.6K Hold
42
– – 0.01% 166
2023
Q3 		$6.55K Hold
42
– – 0.01% 155
2023
Q2 		$7.53K Buy
+42
New +$7.46K 0.01% 152
2022
Q4 		$7.3K Buy
+42
New +$7.27K 0.01% 141

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanctuary Wealth Management's UPS Position: Q4 2024 in Review

Sanctuary Wealth Management held its United Parcel Service (UPS) position steady in Q4 2024 at 42 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Sanctuary Wealth Management first reported a position in UPS in Q4 2022 and has held it in 8 quarters since. The position peaked at $7.53K in Q2 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Sanctuary Wealth Management held 42 shares of United Parcel Service worth $5.3K as of Q4 2024.
  • Sanctuary Wealth Management left its United Parcel Service share count unchanged in Q4 2024.
  • United Parcel Service made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #190 holding.
  • Sanctuary Wealth Management first reported a position in United Parcel Service in Q4 2022 and has held it in 8 quarters since.
  • Sanctuary Wealth Management's United Parcel Service position peaked at $7.53K in Q2 2023.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.