Sterling Financial Planning’s United Parcel Service UPS Stock Holding History

Sterling Financial Planning’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	-2,203	Closed	-$278K	–	114
2024 Q4	$278K	Hold	2,203	–	–	0.1%	89
2024 Q3	$300K	Sell	2,203 -396	-15%	-$52K	0.11%	88
2024 Q2	$356K	Hold	2,599	–	–	0.14%	81
2024 Q1	$386K	Sell	2,599 -376	-13%	-$57.2K	0.16%	79
2023 Q4	$468K	Hold	2,975	–	–	0.2%	73
2023 Q3	$464K	Hold	2,975	–	–	0.24%	64
2023 Q2	$533K	Sell	2,975 -680	-19%	-$121K	0.26%	60
2023 Q1	$709K	Buy	3,655 +131	+4%	+$24K	0.38%	50
2022 Q4	$613K	Sell	3,524 -225	-6%	-$38.9K	0.37%	50
2022 Q3	$606K	Hold	3,749	–	–	0.42%	44
2022 Q2	$684K	Buy	3,749 +472	+14%	+$86.1K	0.48%	40
2022 Q1	$703K	Sell	3,277 -420	-11%	-$89.2K	0.44%	43
2021 Q4	$793K	Sell	3,697 -200	-5%	-$40.7K	0.5%	37
2021 Q3	$710K	Hold	3,897	–	–	0.45%	38
2021 Q2	$811K	Buy	3,897 +3	+0.1%	+$600	0.53%	36
2021 Q1	$662K	Sell	3,894 -493	-11%	-$79.7K	0.47%	38
2020 Q4	$739K	Buy	+4,387	New	+$740K	0.59%	32

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sterling Financial Planning's UPS Position: Q1 2025 in Review

Sterling Financial Planning sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 2,203 shares — an estimated $278K sold.

Sterling Financial Planning first reported a position in UPS in Q4 2020 and held it in 17 quarters. The position peaked at $811K in Q2 2021. 2,199 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

Sterling Financial Planning reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
Sterling Financial Planning sold 2,203 United Parcel Service shares in Q1 2025, an estimated $278K.
Sterling Financial Planning first reported a position in United Parcel Service in Q4 2020 and held it in 17 quarters.
Sterling Financial Planning's United Parcel Service position peaked at $811K in Q2 2021.
2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Sterling Financial Planning's 13F filing for Q1 2025, filed 29 Apr 2025.