S
UPS icon

SimplyRich’s United Parcel Service UPS Stock Holding History

SimplyRich’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
-3,238
Closed -$408K – 223
2024
Q4 		$408K Buy
3,238
+172
+6% +$22.6K 0.12% 151
2024
Q3 		$418K Buy
3,066
+1,452
+90% +$191K 0.12% 144
2024
Q2 		$220K Hold
1,614
– – 0.07% 170
2024
Q1 		$240K Hold
1,614
– – 0.08% 171
2023
Q4 		$254K Sell
1,614
-265
-14% -$40.1K 0.09% 154
2023
Q3 		$292K Hold
1,879
– – 0.14% 119
2023
Q2 		$336K Hold
1,879
– – 0.12% 139
2023
Q1 		$364K Hold
1,879
– – 0.14% 131
2022
Q4 		$326K Sell
1,879
-3
-0.2% -$519 0.13% 135
2022
Q3 		$304K Hold
1,882
– – 0.14% 128
2022
Q2 		$343K Hold
1,882
– – 0.14% 122
2022
Q1 		$403K Sell
1,882
-10
-0.5% -$2.13K 0.14% 125
2021
Q4 		$406K Buy
1,892
+13
+0.7% +$2.64K 0.13% 125
2021
Q3 		$342K Sell
1,879
-114
-6% -$22.5K 0.12% 137
2021
Q2 		$414K Buy
1,993
+114
+6% +$22.8K 0.19% 110
2021
Q1 		$319K Buy
1,879
+49
+3% +$7.93K 0.13% 134
2020
Q4 		$308K Buy
1,830
+216
+13% +$36.5K 0.14% 124
2020
Q3 		$269K Buy
+1,614
New +$235K 0.13% 126
2020
Q1 		– Sell
-2,324
Closed -$271K – 149
2019
Q4 		$271K Hold
2,324
– – 0.14% 134
2019
Q3 		$276K Hold
2,324
– – 0.15% 128
2019
Q2 		$240K Buy
+2,324
New +$242K 0.13% 139
2018
Q4 		– Sell
-6,715
Closed -$784K – 141
2018
Q3 		$784K Hold
6,715
– – 0.43% 74
2018
Q2 		$713K Hold
6,715
– – 0.41% 78
2018
Q1 		$703K Sell
6,715
-1,451
-18% -$168K 0.39% 82
2017
Q4 		$973K Buy
+8,166
New +$960K 0.54% 58

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

SimplyRich's UPS Position: Q1 2025 in Review

SimplyRich sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 3,238 shares — an estimated $408K sold.

SimplyRich first reported a position in UPS in Q4 2017 and held it in 25 quarters. The position peaked at $973K in Q4 2017. 2,199 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • SimplyRich reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • SimplyRich sold 3,238 United Parcel Service shares in Q1 2025, an estimated $408K.
  • SimplyRich first reported a position in United Parcel Service in Q4 2017 and held it in 25 quarters.
  • SimplyRich's United Parcel Service position peaked at $973K in Q4 2017.
  • 2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on SimplyRich's 13F filing for Q1 2025, filed 9 May 2025.