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Spectrum Wealth Counsel’s United Parcel Service UPS Stock Holding History

Spectrum Wealth Counsel’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 		$12.5K Sell
113
-5
-4% -$598 ﹤0.01% 222
2024
Q4 		$14.9K Hold
118
– – ﹤0.01% 218
2024
Q3 		$16.2K Buy
118
+5
+4% +$656 ﹤0.01% 225
2024
Q2 		$15.5K Hold
113
– – ﹤0.01% 275
2024
Q1 		$16.9K Hold
113
– – ﹤0.01% 273
2023
Q4 		$17.8K Buy
+113
New +$17.1K ﹤0.01% 236

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

Spectrum Wealth Counsel's UPS Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its United Parcel Service (UPS) stake by 4.2% in Q1 2025, selling an estimated $598 and leaving 113 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Spectrum Wealth Counsel first reported a position in UPS in Q4 2023 and has held it in 6 quarters since. The position peaked at $17.8K in Q4 2023. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Spectrum Wealth Counsel held 113 shares of United Parcel Service worth $12.5K as of Q1 2025.
  • Spectrum Wealth Counsel sold 5 United Parcel Service shares in Q1 2025, an estimated $598.
  • United Parcel Service made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #222 holding.
  • Spectrum Wealth Counsel first reported a position in United Parcel Service in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's United Parcel Service position peaked at $17.8K in Q4 2023.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.