Wealth Group’s United Parcel Service UPS Stock Holding History

Wealth 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 Q1	–	Sell	-7,006	Closed	-$884K	–	168
2024 Q4	$884K	Buy	7,006 +21	+0.3%	+$2.76K	0.57%	42
2024 Q3	$952K	Sell	6,985 -865	-11%	-$114K	0.64%	41
2024 Q2	$1.07M	Sell	7,850 -391	-5%	-$56K	0.77%	32
2024 Q1	$1.23M	Buy	+8,241	New	+$1.25M	0.92%	26

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Group's UPS Position: Q1 2025 in Review

Wealth Group sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 7,006 shares — an estimated $884K sold.

Wealth Group first reported a position in UPS in Q1 2024 and held it in 4 quarters. The position peaked at $1.23M in Q1 2024. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

Wealth Group reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
Wealth Group sold 7,006 United Parcel Service shares in Q1 2025, an estimated $884K.
Wealth Group first reported a position in United Parcel Service in Q1 2024 and held it in 4 quarters.
Wealth Group's United Parcel Service position peaked at $1.23M in Q1 2024.
2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Wealth Group's 13F filing for Q1 2025, filed 7 May 2025.