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Vanguard Capital Wealth Advisors’s United Parcel Service UPS Stock Holding History

Vanguard Capital 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
2024
Q4 		– Sell
-1,900
Closed -$259K – 131
2024
Q3 		$259K Sell
1,900
-951
-33% -$125K 0.27% 82
2024
Q2 		$390K Buy
2,851
+509
+22% +$72.9K 0.26% 82
2024
Q1 		$348K Buy
2,342
+400
+21% +$60.8K 0.24% 83
2023
Q4 		$305K Sell
1,942
-492
-20% -$74.4K 0.25% 88
2023
Q3 		$379K Buy
2,434
+1,107
+83% +$191K 0.35% 66
2023
Q2 		$238K Buy
+1,327
New +$236K 0.22% 100
2022
Q1 		– Sell
-5,210
Closed -$1.12M – 169
2021
Q4 		$1.12M Buy
5,210
+941
+22% +$191K 0.8% 31
2021
Q3 		$777 Sell
4,269
-399
-9% -$78.8K 0.52% 45
2021
Q2 		$970K Sell
4,668
-1,473
-24% -$295K 0.74% 36
2021
Q1 		$1.06M Buy
6,141
+1
+0% +$162 0.9% 30
2020
Q4 		$1.02M Buy
+6,140
New +$1.04M 0.94% 25
2020
Q2 		$451K Buy
+4,062
New +$405K 0.53% 48
2019
Q4 		$319K Buy
+2,733
New +$324K 0.33% 87
2018
Q1 		– Sell
-3,142
Closed -$374K – 136
2017
Q4 		$374K Buy
+3,142
New +$369K 0.47% 68

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 $1.6B AUM 20.7% 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

Vanguard Capital Wealth Advisors's UPS Position: Q4 2024 in Review

Vanguard Capital Wealth Advisors sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,900 shares — an estimated $259K sold.

Vanguard Capital Wealth Advisors first reported a position in UPS in Q4 2017 and held it in 14 quarters. The position peaked at $1.12M in Q4 2021. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Vanguard Capital Wealth Advisors reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 1,900 United Parcel Service shares in Q4 2024, an estimated $259K.
  • Vanguard Capital Wealth Advisors first reported a position in United Parcel Service in Q4 2017 and held it in 14 quarters.
  • Vanguard Capital Wealth Advisors's United Parcel Service position peaked at $1.12M in Q4 2021.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.