WMA
UPS icon

Wealth Management Associates’s United Parcel Service UPS Stock Holding History

Wealth Management Associates’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
-2,395
Closed -$302K – 222
2024
Q4 		$302K Buy
2,395
+7
+0.3% +$921 0.13% 153
2024
Q3 		$326K Buy
2,388
+779
+48% +$102K 0.14% 141
2024
Q2 		$220K Hold
1,609
– – 0.1% 178
2024
Q1 		$220K Sell
1,609
-253
-14% -$38.5K 0.1% 178
2023
Q4 		$293K Buy
1,862
+4
+0.2% +$605 0.15% 142
2023
Q3 		$290K Sell
1,858
-52
-3% -$8.98K 0.17% 132
2023
Q2 		$342K Sell
1,910
-55
-3% -$9.77K 0.19% 106
2023
Q1 		$381K Sell
1,965
-100
-5% -$18.3K 0.24% 97
2022
Q4 		$359K Buy
2,065
+207
+11% +$35.8K 0.24% 99
2022
Q3 		$300K Buy
1,858
+120
+7% +$22.7K 0.21% 125
2022
Q2 		$317K Buy
1,738
+68
+4% +$12.4K 0.22% 122
2022
Q1 		$358K Buy
1,670
+3
+0.2% +$637 0.2% 124
2021
Q4 		$357K Buy
1,667
+350
+27% +$71.2K 0.19% 135
2021
Q3 		$240K Buy
1,317
+32
+2% +$6.32K 0.14% 164
2021
Q2 		$267K Buy
1,285
+36
+3% +$7.2K 0.15% 158
2021
Q1 		$212K Sell
1,249
-103
-8% -$16.7K 0.13% 173
2020
Q4 		$228K Buy
1,352
+2
+0.1% +$338 0.15% 156
2020
Q3 		$225K Buy
+1,350
New +$197K 0.17% 143

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

Wealth Management Associates's UPS Position: Q1 2025 in Review

Wealth Management Associates sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 2,395 shares — an estimated $302K sold.

Wealth Management Associates first reported a position in UPS in Q3 2020 and held it in 18 quarters. The position peaked at $381K in Q1 2023. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Wealth Management Associates reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Wealth Management Associates sold 2,395 United Parcel Service shares in Q1 2025, an estimated $302K.
  • Wealth Management Associates first reported a position in United Parcel Service in Q3 2020 and held it in 18 quarters.
  • Wealth Management Associates's United Parcel Service position peaked at $381K in Q1 2023.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Wealth Management Associates's 13F filing for Q1 2025, filed 28 May 2025.