Wiser Advisor Group’s United Parcel Service UPS Stock Holding History

Wiser Advisor Group’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	-313	Closed	-$34.5K	–	242
2025 Q1	$34.5K	Buy	313 +4	+1%	+$478	0.05%	113
2024 Q4	$39K	Buy	309 +4	+1%	+$526	0.06%	109
2024 Q3	$41.6K	Sell	305 -39	-11%	-$5.12K	0.06%	106
2024 Q2	$47K	Buy	344 +6	+2%	+$859	0.07%	98
2024 Q1	$50.4K	Buy	338 +2	+0.6%	+$304	0.08%	96
2023 Q4	$52.8K	Buy	+336	New	+$50.8K	0.09%	90

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Wiser Advisor Group's UPS Position: Q2 2025 in Review

Wiser Advisor Group sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 313 shares — an estimated $34.5K sold.

Wiser Advisor Group first reported a position in UPS in Q4 2023 and held it in 6 quarters. The position peaked at $52.8K in Q4 2023. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Wiser Advisor Group reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
Wiser Advisor Group sold 313 United Parcel Service shares in Q2 2025, an estimated $34.5K.
Wiser Advisor Group first reported a position in United Parcel Service in Q4 2023 and held it in 6 quarters.
Wiser Advisor Group's United Parcel Service position peaked at $52.8K in Q4 2023.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Wiser Advisor Group's 13F filing for Q2 2025, filed 8 Aug 2025.