WQ
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Wealth Quarterback’s United Parcel Service UPS Stock Holding History

Wealth Quarterback’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
-2,418
Closed -$305K – 135
2024
Q4 		$305K Sell
2,418
-183
-7% -$24.1K 0.14% 93
2024
Q3 		$355K Sell
2,601
-3,170
-55% -$416K 0.18% 86
2024
Q2 		$790K Buy
5,771
+1,149
+25% +$165K 0.45% 48
2024
Q1 		$687K Buy
4,622
+838
+22% +$127K 0.38% 59
2023
Q4 		$595K Sell
3,784
-131
-3% -$19.8K 0.36% 64
2023
Q3 		$610K Buy
3,915
+2,470
+171% +$426K 0.53% 47
2023
Q2 		$259K Buy
1,445
+104
+8% +$18.5K 0.18% 92
2023
Q1 		$260K Sell
1,341
-47
-3% -$8.62K 0.22% 90
2022
Q4 		$241K Sell
1,388
-23
-2% -$3.98K 0.2% 90
2022
Q3 		$228K Buy
1,411
+8
+0.6% +$1.51K 0.24% 89
2022
Q2 		$256K Buy
+1,403
New +$256K 0.2% 93
2021
Q3 		$259K Buy
4,695
+2,901
+162% +$573K 0.17% 95
2021
Q2 		$374K Buy
+1,794
New +$359K 0.23% 79
2020
Q4 		$731K Sell
4,338
-4,684
-52% -$791K 0.61% 41
2020
Q3 		$1M Hold
9,022
– – 0.92% 29
2020
Q2 		$1M Buy
9,022
+5,375
+147% +$537K 0.92% 29
2020
Q1 		$426K Sell
3,647
-1,315
-27% -$136K 0.39% 58
2019
Q4 		$78.6K Buy
+4,962
New +$587K 0.07% 187

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 Quarterback's UPS Position: Q1 2025 in Review

Wealth Quarterback sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 2,418 shares — an estimated $305K sold.

Wealth Quarterback first reported a position in UPS in Q4 2019 and held it in 18 quarters. The position peaked at $1M in Q3 2020. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Wealth Quarterback reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Wealth Quarterback sold 2,418 United Parcel Service shares in Q1 2025, an estimated $305K.
  • Wealth Quarterback first reported a position in United Parcel Service in Q4 2019 and held it in 18 quarters.
  • Wealth Quarterback's United Parcel Service position peaked at $1M in Q3 2020.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Wealth Quarterback's 13F filing for Q1 2025, filed 5 May 2025.