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WealthPLAN Partners’s United Parcel Service UPS Stock Holding History

WealthPLAN 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
-1,807
Closed -$228K – 259
2024
Q4 		$228K Buy
1,807
+193
+12% +$25.4K 0.03% 228
2024
Q3 		$220K Sell
1,614
-39
-2% -$5.12K 0.03% 244
2024
Q2 		$226K Buy
1,653
+18
+1% +$2.58K 0.02% 282
2024
Q1 		$243K Sell
1,635
-34
-2% -$5.17K 0.03% 279
2023
Q4 		$262K Sell
1,669
-350
-17% -$52.9K 0.03% 280
2023
Q3 		$315K Buy
2,019
+683
+51% +$118K 0.04% 258
2023
Q2 		$239K Sell
1,336
-22
-2% -$3.91K 0.03% 268
2023
Q1 		$263K Sell
1,358
-577
-30% -$106K 0.03% 268
2022
Q4 		$361K Buy
+1,935
New +$335K 0.03% 290
2022
Q1 		$290K Buy
1,616
+263
+19% +$55.9K 0.02% 321
2021
Q4 		$273K Buy
1,353
+177
+15% +$36K 0.02% 330
2021
Q3 		$242K Buy
+1,176
New +$232K 0.02% 341
2021
Q2 		– Sell
-1,014
Closed -$217K – 367
2021
Q1 		$217K Sell
1,014
-222
-18% -$35.9K 0.02% 308
2020
Q4 		$200K Buy
+1,236
New +$209K 0.02% 316
2017
Q2 		– Sell
-129
Closed -$13.8K – 410
2017
Q1 		$13.8K Buy
+129
New +$14.1K 0.05% 225
2016
Q3 		$91.1K Sell
839
-819
-49% -$89.5K 0.03% 240
2016
Q2 		$90.5K Buy
+1,658
New +$173K 0.01% 649
2015
Q4 		$6.74K Buy
+70
New +$7.15K ﹤0.01% 1263

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's UPS Position: Q1 2025 in Review

WealthPLAN Partners sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,807 shares — an estimated $228K sold.

WealthPLAN Partners first reported a position in UPS in Q4 2015 and held it in 18 quarters. The position peaked at $361K in Q4 2022. 2,200 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • WealthPLAN Partners reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • WealthPLAN Partners sold 1,807 United Parcel Service shares in Q1 2025, an estimated $228K.
  • WealthPLAN Partners first reported a position in United Parcel Service in Q4 2015 and held it in 18 quarters.
  • WealthPLAN Partners's United Parcel Service position peaked at $361K in Q4 2022.
  • 2,200 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on WealthPLAN Partners's 13F filing for Q1 2025, filed 12 May 2025.