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SWS Partners’s United Parcel Service UPS Stock Holding History

SWS Partners’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
-16,530
Closed -$2.08M – 113
2024
Q4 		$2.08M Buy
16,530
+132
+0.8% +$17.4K 0.63% 60
2024
Q3 		$2.24M Sell
16,398
-7,002
-30% -$919K 0.71% 58
2024
Q2 		$3.2M Sell
23,400
-313
-1% -$44.8K 0.96% 36
2024
Q1 		$3.52M Buy
23,713
+3,555
+18% +$540K 1.05% 33
2023
Q4 		$3.17M Buy
20,158
+2,460
+14% +$372K 1.03% 32
2023
Q3 		$2.76M Buy
17,698
+163
+0.9% +$28.1K 1.02% 34
2023
Q2 		$3.14M Buy
17,535
+4,091
+30% +$726K 1.13% 20
2023
Q1 		$2.61M Sell
13,444
-944
-7% -$173K 0.97% 33
2022
Q4 		$2.5M Buy
14,388
+1,749
+14% +$303K 1.19% 29
2022
Q3 		$2.04M Buy
12,639
+384
+3% +$72.7K 0.95% 41
2022
Q2 		$2.24M Buy
12,255
+317
+3% +$57.8K 1.88% 15
2022
Q1 		$2.57M Buy
11,938
+80
+0.7% +$17K 1.68% 21
2021
Q4 		$2.54M Sell
11,858
-300
-2% -$61K 1.45% 26
2021
Q3 		$2.21M Buy
12,158
+29
+0.2% +$5.72K 1.37% 27
2021
Q2 		$2.52M Sell
12,129
-2,519
-17% -$504K 1.64% 18
2021
Q1 		$2.49M Buy
14,648
+2,345
+19% +$379K 1.71% 14
2020
Q4 		$2.07M Buy
12,303
+1,619
+15% +$273K 0.92% 32
2020
Q3 		$1.78M Sell
10,684
-103
-1% -$15K 0.89% 31
2020
Q2 		$1.54M Sell
10,787
-1,804
-14% -$180K 1.96% 12
2020
Q1 		$1.18M Buy
+12,591
New +$1.3M 0.84% 41
2019
Q3 		$1.91M Sell
15,500
-1,381
-8% -$158K 1.13% 31
2019
Q2 		$1.74M Buy
+16,881
New +$1.76M 1.1% 29
2018
Q2 		– Sell
-44
Closed -$5K – 296
2018
Q1 		$5K Hold
44
– – ﹤0.01% 318
2017
Q4 		$5K Buy
+44
New +$5.17K ﹤0.01% 328

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

SWS Partners's UPS Position: Q1 2025 in Review

SWS Partners sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 16,530 shares — an estimated $2.08M sold.

SWS Partners first reported a position in UPS in Q4 2017 and held it in 24 quarters. The position peaked at $3.52M in Q1 2024. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • SWS Partners reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • SWS Partners sold 16,530 United Parcel Service shares in Q1 2025, an estimated $2.08M.
  • SWS Partners first reported a position in United Parcel Service in Q4 2017 and held it in 24 quarters.
  • SWS Partners's United Parcel Service position peaked at $3.52M in Q1 2024.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on SWS Partners's 13F filing for Q1 2025, filed 19 May 2025.