SWA
UPS icon

Stratos Wealth Advisors’s United Parcel Service UPS Stock Holding History

Stratos Wealth 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 		– Sell
-1,763
Closed -$222K – 750
2024
Q4 		$222K Sell
1,763
-1,234
-41% -$162K 0.01% 649
2024
Q3 		$409K Sell
2,997
-508
-14% -$66.7K 0.02% 545
2024
Q2 		$480K Sell
3,505
-14
-0.4% -$2K 0.02% 481
2024
Q1 		$523K Sell
3,519
-24,038
-87% -$3.65M 0.03% 449
2023
Q4 		$4.33M Buy
27,557
+2,535
+10% +$383K 0.25% 116
2023
Q3 		$3.9M Sell
25,022
-1,282
-5% -$221K 0.26% 113
2023
Q2 		$4.72M Sell
26,304
-281
-1% -$49.9K 0.33% 82
2023
Q1 		$5.16M Sell
26,585
-26
-0.1% -$4.77K 0.4% 64
2022
Q4 		$4.63M Buy
26,611
+941
+4% +$163K 0.39% 67
2022
Q3 		$4.15M Sell
25,670
-270
-1% -$51.1K 0.44% 59
2022
Q2 		$4.74M Buy
25,940
+1,433
+6% +$261K 0.43% 56
2022
Q1 		$5.26M Sell
24,507
-1,190
-5% -$253K 0.43% 55
2021
Q4 		$5.51M Sell
25,697
-802
-3% -$163K 0.4% 60
2021
Q3 		$4.83M Sell
26,499
-2,670
-9% -$527K 0.41% 57
2021
Q2 		$6.07M Buy
29,169
+980
+3% +$196K 0.54% 35
2021
Q1 		$4.79M Sell
28,189
-3,658
-11% -$592K 0.51% 49
2020
Q4 		$5.36M Sell
31,847
-288
-0.9% -$48.6K 0.74% 30
2020
Q3 		$5.36M Sell
32,135
-2,187
-6% -$318K 1.3% 12
2020
Q2 		$3.82M Buy
+34,322
New +$3.43M 1.17% 21
2019
Q4 		– Sell
-2,258
Closed -$271K – 235
2019
Q3 		$271K Buy
+2,258
New +$258K 0.1% 201

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

Stratos Wealth Advisors's UPS Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,763 shares — an estimated $222K sold.

Stratos Wealth Advisors first reported a position in UPS in Q3 2019 and held it in 20 quarters. The position peaked at $6.07M in Q2 2021. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 1,763 United Parcel Service shares in Q1 2025, an estimated $222K.
  • Stratos Wealth Advisors first reported a position in United Parcel Service in Q3 2019 and held it in 20 quarters.
  • Stratos Wealth Advisors's United Parcel Service position peaked at $6.07M in Q2 2021.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.