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Sheaff Brock Investment Advisors’s United Parcel Service UPS Stock Holding History

Sheaff Brock Investment Advisors’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 		$4.26M Buy
38,776
+391
+1% +$46.8K 0.39% 68
2024
Q4 		$4.84M Sell
38,385
-2,237
-6% -$294K 0.42% 58
2024
Q3 		$5.54M Sell
40,622
-225
-0.6% -$29.5K 0.48% 55
2024
Q2 		$5.59M Sell
40,847
-9,074
-18% -$1.3M 0.52% 50
2024
Q1 		$7.42M Sell
49,921
-56
-0.1% -$8.51K 0.47% 41
2023
Q4 		$7.86M Sell
49,977
-281
-0.6% -$42.5K 0.61% 36
2023
Q3 		$7.83M Sell
50,258
-142
-0.3% -$24.5K 0.71% 31
2023
Q2 		$9.03M Sell
50,400
-85
-0.2% -$15.1K 0.76% 26
2023
Q1 		$9.79M Buy
50,485
+287
+0.6% +$52.6K 0.9% 17
2022
Q4 		$8.73M Sell
50,198
-450
-0.9% -$77.9K 0.86% 22
2022
Q3 		$8.18M Sell
50,648
-131
-0.3% -$24.8K 0.88% 15
2022
Q2 		$9.27M Sell
50,779
-71
-0.1% -$12.9K 0.77% 15
2022
Q1 		$10.9M Buy
50,850
+3,867
+8% +$822K 0.76% 15
2021
Q4 		$10.1M Sell
46,983
-298
-0.6% -$60.6K 0.67% 19
2021
Q3 		$8.61M Buy
47,281
+59
+0.1% +$11.6K 0.63% 17
2021
Q2 		$9.82M Sell
47,222
-2,372
-5% -$475K 0.71% 15
2021
Q1 		$8.43M Sell
49,594
-274
-0.5% -$44.3K 0.66% 23
2020
Q4 		$8.4M Buy
49,868
+1,951
+4% +$329K 0.7% 20
2020
Q3 		$7.98M Sell
47,917
-424
-0.9% -$61.7K 0.74% 15
2020
Q2 		$5.38M Sell
48,341
-924
-2% -$92.2K 0.53% 31
2020
Q1 		$4.6M Buy
49,265
+36
+0.1% +$3.73K 0.61% 27
2019
Q4 		$5.76M Sell
49,229
-775
-2% -$91.7K 0.56% 34
2019
Q3 		$5.99M Buy
50,004
+75
+0.2% +$8.57K 0.65% 29
2019
Q2 		$5.16M Sell
49,929
-48,032
-49% -$5M 0.55% 35
2019
Q1 		$10.9M Sell
97,961
-211
-0.2% -$22.4K 1.33% 11
2018
Q4 		$9.57M Buy
98,172
+779
+0.8% +$84.5K 1.5% 12
2018
Q3 		$11.4M Buy
97,393
+34
+0% +$4K 1.07% 10
2018
Q2 		$10.3M Buy
97,359
+837
+0.9% +$94K 1.01% 10
2018
Q1 		$10.1M Sell
96,522
-3,313
-3% -$383K 1.05% 11
2017
Q4 		$11.9M Buy
99,835
+549
+0.6% +$64.5K 1.54% 6
2017
Q3 		$11.9M Buy
99,286
+735
+0.7% +$83.6K 1.57% 5
2017
Q2 		$10.9M Buy
98,551
+7,384
+8% +$789K 1.43% 4
2017
Q1 		$9.78M Sell
91,167
-3,088
-3% -$337K 1.27% 8
2016
Q4 		$10.8M Sell
94,255
-40,319
-30% -$4.54M 1.37% 6
2016
Q3 		$14.7M Sell
134,574
-13,241
-9% -$1.45M 1.96% 4
2016
Q2 		$15.9M Buy
147,815
+44,673
+43% +$4.65M 2.02% 3
2016
Q1 		$10.9M Buy
103,142
+406
+0.4% +$39.5K 1.34% 8
2015
Q4 		$9.89M Buy
+102,736
New +$10.5M 1.12% 13

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

Sheaff Brock Investment Advisors's UPS Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its United Parcel Service (UPS) stake by 1% in Q1 2025, buying an estimated $46.8K and bringing the position to 38,776 shares worth $4.26M. The position accounts for 0.39% of the portfolio, ranked #68.

Sheaff Brock Investment Advisors first reported a position in UPS in Q4 2015 and has held it in 38 quarters since. The position peaked at $15.9M in Q2 2016. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Sheaff Brock Investment Advisors held 38,776 shares of United Parcel Service worth $4.26M as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 391 United Parcel Service shares in Q1 2025, an estimated $46.8K.
  • United Parcel Service made up 0.39% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #68 holding.
  • Sheaff Brock Investment Advisors first reported a position in United Parcel Service in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's United Parcel Service position peaked at $15.9M in Q2 2016.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.