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Virginia Wealth Management Group’s United Parcel Service UPS Stock Holding History

Virginia Wealth Management Group’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
-21,985
Closed -$2.42M – 51
2025
Q1 		$2.42M Buy
21,985
+1,248
+6% +$149K 1.49% 36
2024
Q4 		$2.61M Buy
20,737
+1,235
+6% +$163K 1.62% 33
2024
Q3 		$2.66M Buy
19,502
+5,634
+41% +$740K 1.67% 35
2024
Q2 		$1.9M Sell
13,868
-22
-0.2% -$3.15K 1.56% 31
2024
Q1 		$2.06M Buy
13,890
+770
+6% +$117K 1.69% 31
2023
Q4 		$2.06M Sell
13,120
-7,565
-37% -$1.14M 1.8% 29
2023
Q3 		$3.22M Buy
20,685
+194
+0.9% +$33.5K 2.18% 22
2023
Q2 		$3.67M Sell
20,491
-67
-0.3% -$11.9K 2.52% 14
2023
Q1 		$3.99M Buy
20,558
+621
+3% +$114K 2.74% 7
2022
Q4 		$3.47M Sell
19,937
-516
-3% -$89.3K 2.4% 14
2022
Q3 		$3.3M Buy
20,453
+6,320
+45% +$1.2M 2.47% 9
2022
Q2 		$2.58M Buy
14,133
+334
+2% +$60.9K 2.48% 13
2022
Q1 		$2.63M Buy
13,799
+432
+3% +$91.8K 2.35% 17
2021
Q4 		$2.87M Buy
+13,367
New +$2.72M 2.58% 10

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

Virginia Wealth Management Group's UPS Position: Q2 2025 in Review

Virginia Wealth Management Group sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 21,985 shares — an estimated $2.42M sold.

Virginia Wealth Management Group first reported a position in UPS in Q4 2021 and held it in 14 quarters. The position peaked at $3.99M in Q1 2023. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Virginia Wealth Management Group reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Virginia Wealth Management Group sold 21,985 United Parcel Service shares in Q2 2025, an estimated $2.42M.
  • Virginia Wealth Management Group first reported a position in United Parcel Service in Q4 2021 and held it in 14 quarters.
  • Virginia Wealth Management Group's United Parcel Service position peaked at $3.99M in Q1 2023.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Virginia Wealth Management Group's 13F filing for Q2 2025, filed 17 Jul 2025.