Valley Wealth Managers’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-34,136
| Closed | -$3.75M | – | 378 |
|
|
2025
Q1 | $3.75M | Buy |
34,136
+16,285
| +91% | +$1.95M | 0.28% | 84 |
|
|
2024
Q4 | $2.25M | Sell |
17,851
-9,468
| -35% | -$1.25M | 0.17% | 105 |
|
|
2024
Q3 | $3.72M | Buy |
27,319
+1,317
| +5% | +$173K | 0.28% | 88 |
|
|
2024
Q2 | $3.56M | Sell |
26,002
-1,245
| -5% | -$178K | 0.28% | 86 |
|
|
2024
Q1 | $4.05M | Buy |
27,247
+591
| +2% | +$89.8K | 0.31% | 77 |
|
|
2023
Q4 | $4.19M | Buy |
26,656
+1,166
| +5% | +$176K | 0.33% | 74 |
|
|
2023
Q3 | $3.97M | Sell |
25,490
-415
| -2% | -$71.6K | 0.33% | 77 |
|
|
2023
Q2 | $4.64M | Buy |
25,905
+907
| +4% | +$161K | 0.42% | 57 |
|
|
2023
Q1 | $4.85M | Buy |
24,998
+15
| +0.1% | +$2.75K | 0.44% | 53 |
|
|
2022
Q4 | $4.34M | Buy |
24,983
+277
| +1% | +$48K | 0.4% | 67 |
|
|
2022
Q3 | $3.99M | Sell |
24,706
-107
| -0.4% | -$20.3K | 0.4% | 65 |
|
|
2022
Q2 | $4.53M | Buy |
24,813
+1,806
| +8% | +$329K | 0.42% | 55 |
|
|
2022
Q1 | $4.93M | Buy |
23,007
+146
| +0.6% | +$31K | 0.41% | 54 |
|
|
2021
Q4 | $4.9M | Buy |
22,861
+135
| +0.6% | +$27.5K | 0.39% | 58 |
|
|
2021
Q3 | $4.14M | Sell |
22,726
-13
| -0.1% | -$2.57K | 0.36% | 60 |
|
|
2021
Q2 | $4.73M | Buy |
22,739
+856
| +4% | +$171K | 0.4% | 54 |
|
|
2021
Q1 | $3.72M | Buy |
21,883
+3,313
| +18% | +$536K | 0.33% | 57 |
|
|
2020
Q4 | $3.13M | Sell |
18,570
-335
| -2% | -$56.5K | 0.31% | 64 |
|
|
2020
Q3 | $3.15M | Sell |
18,905
-7,164
| -27% | -$1.04M | 0.35% | 56 |
|
|
2020
Q2 | $2.9M | Sell |
26,069
-1,070
| -4% | -$107K | 0.32% | 61 |
|
|
2020
Q1 | $2.54M | Buy |
27,139
+4,090
| +18% | +$424K | 0.33% | 62 |
|
|
2019
Q4 | $2.7M | Buy |
23,049
+3,565
| +18% | +$422K | 0.27% | 71 |
|
|
2019
Q3 | $2.33M | Sell |
19,484
-1,076
| -5% | -$123K | 0.25% | 73 |
|
|
2019
Q2 | $2.12M | Buy |
20,560
+6,488
| +46% | +$675K | 0.23% | 81 |
|
|
2019
Q1 | $1.57M | Buy |
14,072
+797
| +6% | +$84.5K | 0.17% | 94 |
|
|
2018
Q4 | $1.29M | Sell |
13,275
-1,083
| -8% | -$117K | 0.17% | 85 |
|
|
2018
Q3 | $1.68M | Sell |
14,358
-180
| -1% | -$21.2K | 0.2% | 66 |
|
|
2018
Q2 | $1.54M | Sell |
14,538
-470
| -3% | -$52.8K | 0.19% | 78 |
|
|
2018
Q1 | $1.57M | Buy |
15,008
+441
| +3% | +$51K | 0.19% | 79 |
|
|
2017
Q4 | $1.74M | Buy |
14,567
+10
| +0.1% | +$1.18K | 0.21% | 70 |
|
|
2017
Q3 | $1.75M | Sell |
14,557
-151
| -1% | -$17.2K | 0.22% | 64 |
|
|
2017
Q2 | $1.63M | Sell |
14,708
-992
| -6% | -$106K | 0.22% | 68 |
|
|
2017
Q1 | $1.69M | Buy |
15,700
+1,917
| +14% | +$209K | 0.22% | 69 |
|
|
2016
Q4 | $1.58M | Sell |
13,783
-207
| -1% | -$23.3K | 0.23% | 69 |
|
|
2016
Q3 | $1.53M | Buy |
+13,990
| New | +$1.53M | 0.22% | 66 |
|
Other funds holding UPS
Valley Wealth Managers's UPS Position: Q2 2025 in Review
Valley Wealth Managers sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 34,136 shares — an estimated $3.75M sold.
Valley Wealth Managers first reported a position in UPS in Q3 2016 and held it in 35 quarters. The position peaked at $4.93M in Q1 2022. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.
- Valley Wealth Managers reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
- Valley Wealth Managers sold 34,136 United Parcel Service shares in Q2 2025, an estimated $3.75M.
- Valley Wealth Managers first reported a position in United Parcel Service in Q3 2016 and held it in 35 quarters.
- Valley Wealth Managers's United Parcel Service position peaked at $4.93M in Q1 2022.
- 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.
Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.