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UPS icon

ViaWealth’s United Parcel Service UPS Stock Holding History

ViaWealth’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
Q2 		– Sell
-2,626
Closed -$289K – 153
2025
Q1 		$289K Sell
2,626
-550
-17% -$65.8K 0.18% 130
2024
Q4 		$400K Sell
3,176
-346
-10% -$45.5K 0.24% 115
2024
Q3 		$480K Hold
3,522
– – 0.28% 108
2024
Q2 		$482K Buy
3,522
+213
+6% +$30.5K 0.3% 103
2024
Q1 		$492K Hold
3,309
– – 0.31% 103
2023
Q4 		$520K Hold
3,309
– – 0.36% 95
2023
Q3 		$516K Buy
3,309
+1
+0% +$173 0.38% 88
2023
Q2 		$593K Hold
3,308
– – 0.44% 76
2023
Q1 		$642K Hold
3,308
– – 0.51% 67
2022
Q4 		$601K Buy
+3,308
New +$573K 0.49% 74

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

ViaWealth's UPS Position: Q2 2025 in Review

ViaWealth sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 2,626 shares — an estimated $289K sold.

ViaWealth first reported a position in UPS in Q4 2022 and held it in 10 quarters. The position peaked at $642K in Q1 2023. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • ViaWealth reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • ViaWealth sold 2,626 United Parcel Service shares in Q2 2025, an estimated $289K.
  • ViaWealth first reported a position in United Parcel Service in Q4 2022 and held it in 10 quarters.
  • ViaWealth's United Parcel Service position peaked at $642K in Q1 2023.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on ViaWealth's 13F filing for Q2 2025, filed 12 Aug 2025.