TWP
UPS icon

Tower Wealth Partners’s United Parcel Service UPS Stock Holding History

Tower Wealth 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
2024
Q4 		– Sell
-1,487
Closed -$203K – 85
2024
Q3 		$203K Hold
1,487
– – 0.12% 73
2024
Q2 		$203K Sell
1,487
-5
-0.3% -$716 0.13% 65
2024
Q1 		$222K Buy
1,492
+38
+3% +$5.78K 0.14% 57
2023
Q4 		$229K Sell
1,454
-1,676
-54% -$253K 0.16% 51
2023
Q3 		$488K Buy
3,130
+54
+2% +$9.32K 0.4% 33
2023
Q2 		$551K Buy
3,076
+369
+14% +$65.5K 0.44% 30
2023
Q1 		$525K Buy
2,707
+1,130
+72% +$207K 0.44% 29
2022
Q4 		$274K Sell
1,577
-1,739
-52% -$301K 0.24% 45
2022
Q3 		$556K Buy
3,316
+369
+13% +$69.9K 0.53% 26
2022
Q2 		$538K Buy
2,947
+603
+26% +$110K 0.71% 22
2022
Q1 		$503K Buy
2,344
+714
+44% +$152K 0.55% 25
2021
Q4 		$349K Buy
+1,630
New +$332K 0.35% 35

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tower Wealth Partners's UPS Position: Q4 2024 in Review

Tower Wealth Partners sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,487 shares — an estimated $203K sold.

Tower Wealth Partners first reported a position in UPS in Q4 2021 and held it in 12 quarters. The position peaked at $556K in Q3 2022. 2,288 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Tower Wealth Partners reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Tower Wealth Partners sold 1,487 United Parcel Service shares in Q4 2024, an estimated $203K.
  • Tower Wealth Partners first reported a position in United Parcel Service in Q4 2021 and held it in 12 quarters.
  • Tower Wealth Partners's United Parcel Service position peaked at $556K in Q3 2022.
  • 2,288 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Tower Wealth Partners's 13F filing for Q4 2024, filed 7 Feb 2025.