WealthCare Investment Partners’s United Parcel Service UPS Stock Holding History

WealthCare Investment Partners’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	-1,643	Closed	-$204K	–	154
2024 Q4	$204K	Buy	1,643 +74	+5%	+$9.74K	0.09%	141
2024 Q3	$206K	Sell	1,569 -87	-5%	-$11.4K	0.09%	137
2024 Q2	$227K	Buy	1,656 +15	+0.9%	+$2.15K	0.11%	128
2024 Q1	$244K	Buy	+1,641	New	+$249K	0.12%	121
2023 Q2	–	Sell	-1,036	Closed	-$201K	–	132
2023 Q1	$201K	Buy	+1,036	New	+$190K	0.12%	123
2022 Q1	–	Sell	-3,012	Closed	-$646K	–	111
2021 Q4	$646K	Buy	+3,012	New	+$613K	0.62%	42

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

WealthCare Investment Partners's UPS Position: Q1 2025 in Review

WealthCare Investment Partners sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,643 shares — an estimated $204K sold.

WealthCare Investment Partners first reported a position in UPS in Q4 2021 and held it in 6 quarters. The position peaked at $646K in Q4 2021. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

WealthCare Investment Partners reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
WealthCare Investment Partners sold 1,643 United Parcel Service shares in Q1 2025, an estimated $204K.
WealthCare Investment Partners first reported a position in United Parcel Service in Q4 2021 and held it in 6 quarters.
WealthCare Investment Partners's United Parcel Service position peaked at $646K in Q4 2021.
2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on WealthCare Investment Partners's 13F filing for Q1 2025, filed 22 Apr 2025.