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Stone Summit Wealth’s United Parcel Service UPS Stock Holding History

Stone Summit Wealth’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
Q2 		– Sell
-3,664
Closed -$403K – 145
2025
Q1 		$403K Sell
3,664
-7,348
-67% -$879K 0.14% 109
2024
Q4 		$1.39M Sell
11,012
-25
-0.2% -$3.29K 0.47% 63
2024
Q3 		$1.5M Sell
11,037
-967
-8% -$127K 0.49% 64
2024
Q2 		$1.64M Sell
12,004
-623
-5% -$89.2K 0.59% 56
2024
Q1 		$1.88M Buy
12,627
+388
+3% +$59K 0.65% 54
2023
Q4 		$1.92M Sell
12,239
-1,240
-9% -$187K 0.74% 45
2023
Q3 		$2.1M Sell
13,479
-240
-2% -$41.4K 0.9% 38
2023
Q2 		$2.46M Buy
13,719
+163
+1% +$28.9K 1.02% 31
2023
Q1 		$2.63M Sell
13,556
-10
-0.1% -$1.83K 1.17% 25
2022
Q4 		$2.36M Buy
13,566
+625
+5% +$108K 1.16% 26
2022
Q3 		$2.09M Buy
12,941
+305
+2% +$57.8K 1.28% 26
2022
Q2 		$2.31M Buy
12,636
+700
+6% +$128K 1.38% 18
2022
Q1 		$2.46M Buy
11,936
+2,701
+29% +$574K 1.38% 19
2021
Q4 		$1.98M Buy
+9,235
New +$1.88M 1.61% 20

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stone Summit Wealth's UPS Position: Q2 2025 in Review

Stone Summit Wealth sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 3,664 shares — an estimated $403K sold.

Stone Summit Wealth first reported a position in UPS in Q4 2021 and held it in 14 quarters. The position peaked at $2.63M in Q1 2023. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Stone Summit Wealth reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Stone Summit Wealth sold 3,664 United Parcel Service shares in Q2 2025, an estimated $403K.
  • Stone Summit Wealth first reported a position in United Parcel Service in Q4 2021 and held it in 14 quarters.
  • Stone Summit Wealth's United Parcel Service position peaked at $2.63M in Q1 2023.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Stone Summit Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.