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Williams Jones Wealth Management’s United Parcel Service UPS Stock Holding History

Williams Jones Wealth Management’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
Q2 		– Sell
-1,960
Closed -$216K – 527
2025
Q1 		$216K Sell
1,960
-114
-5% -$13.6K ﹤0.01% 456
2024
Q4 		$262K Sell
2,074
-134
-6% -$17.6K ﹤0.01% 431
2024
Q3 		$301K Sell
2,208
-467
-17% -$61.3K ﹤0.01% 430
2024
Q2 		$366K Sell
2,675
-558
-17% -$79.9K ﹤0.01% 386
2024
Q1 		$481K Sell
3,233
-584
-15% -$88.8K 0.01% 360
2023
Q4 		$600K Sell
3,817
-159
-4% -$24K 0.01% 313
2023
Q3 		$620K Sell
3,976
-499
-11% -$86.1K 0.01% 312
2023
Q2 		$802K Sell
4,475
-2,122
-32% -$377K 0.01% 280
2023
Q1 		$1.28M Sell
6,597
-820
-11% -$150K 0.02% 243
2022
Q4 		$1.29M Buy
7,417
+30
+0.4% +$5.19K 0.02% 238
2022
Q3 		$1.19M Sell
7,387
-215
-3% -$40.7K 0.02% 245
2022
Q2 		$1.39M Sell
7,602
-2,053
-21% -$374K 0.02% 242
2022
Q1 		$2.07M Buy
9,655
+490
+5% +$104K 0.03% 195
2021
Q4 		$1.96M Buy
9,165
+758
+9% +$154K 0.02% 203
2021
Q3 		$1.53M Sell
8,407
-691
-8% -$136K 0.02% 213
2021
Q2 		$1.89M Buy
9,098
+687
+8% +$137K 0.03% 200
2021
Q1 		$1.43M Buy
8,411
+1,274
+18% +$206K 0.02% 216
2020
Q4 		$1.2M Buy
7,137
+5,132
+256% +$866K 0.02% 215
2020
Q3 		$334K Sell
2,005
-860
-30% -$125K 0.01% 316
2020
Q2 		$319K Sell
2,865
-3,665
-56% -$366K 0.01% 316
2020
Q1 		$610K Buy
6,530
+80
+1% +$8.29K 0.02% 214
2019
Q4 		$755K Sell
6,450
-2,175
-25% -$257K 0.01% 230
2019
Q3 		$1.03M Buy
+8,625
New +$986K 0.02% 197

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 $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Williams Jones Wealth Management's UPS Position: Q2 2025 in Review

Williams Jones Wealth Management sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 1,960 shares — an estimated $216K sold.

Williams Jones Wealth Management first reported a position in UPS in Q3 2019 and held it in 23 quarters. The position peaked at $2.07M in Q1 2022. 2,116 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Williams Jones Wealth Management reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Williams Jones Wealth Management sold 1,960 United Parcel Service shares in Q2 2025, an estimated $216K.
  • Williams Jones Wealth Management first reported a position in United Parcel Service in Q3 2019 and held it in 23 quarters.
  • Williams Jones Wealth Management's United Parcel Service position peaked at $2.07M in Q1 2022.
  • 2,116 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Williams Jones Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.