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Vertex Planning Partners’s United Parcel Service UPS Stock Holding History

Vertex Planning 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
-1,858
Closed -$234K – 193
2024
Q4 		$234K Sell
1,858
-129
-6% -$17K 0.05% 168
2024
Q3 		$271K Sell
1,987
-162
-8% -$21.3K 0.06% 135
2024
Q2 		$294K Sell
2,149
-206
-9% -$29.5K 0.08% 124
2024
Q1 		$350K Sell
2,355
-18
-0.8% -$2.74K 0.1% 114
2023
Q4 		$373K Sell
2,373
-113
-5% -$17.1K 0.11% 104
2023
Q3 		$387K Buy
+2,486
New +$429K 0.13% 82

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

Vertex Planning Partners's UPS Position: Q1 2025 in Review

Vertex Planning Partners sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,858 shares — an estimated $234K sold.

Vertex Planning Partners first reported a position in UPS in Q3 2023 and held it in 6 quarters. The position peaked at $387K in Q3 2023. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Vertex Planning Partners reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 1,858 United Parcel Service shares in Q1 2025, an estimated $234K.
  • Vertex Planning Partners first reported a position in United Parcel Service in Q3 2023 and held it in 6 quarters.
  • Vertex Planning Partners's United Parcel Service position peaked at $387K in Q3 2023.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Vertex Planning Partners's 13F filing for Q1 2025, filed 14 May 2025.